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My Legacy Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

My Legacy Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.66M Buy
95,148
+22,231
+30% +$1.09M 1.66% 13
2025
Q1 		$3.62M Buy
72,917
+9,126
+14% +$457K 1.4% 13
2024
Q4 		$3.18M Buy
63,791
+6,156
+11% +$311K 1.23% 18
2024
Q3 		$2.95M Sell
57,635
-21,588
-27% -$1.09M 1.16% 18
2024
Q2 		$3.97M Buy
79,223
+4,280
+6% +$214K 1.27% 17
2024
Q1 		$3.79M Sell
74,943
-503
-0.7% -$25.5K 1.27% 16
2023
Q4 		$3.85M Buy
75,446
+7,154
+10% +$351K 1.39% 11
2023
Q3 		$3.24M Buy
68,292
+62,711
+1,124% +$3.11M 1.32% 11
2023
Q2 		$281K Sell
5,581
-3,258
-37% -$164K 0.11% 186
2023
Q1 		$449K Sell
8,839
-2,104
-19% -$106K 0.19% 154
2022
Q4 		$556K Sell
10,943
-2,185
-17% -$107K 0.24% 146
2022
Q3 		$636K Sell
13,128
-11,851
-47% -$592K 0.32% 114
2022
Q2 		$1.26M Sell
24,979
-28,145
-53% -$1.41M 0.63% 37
2022
Q1 		$2.74M Buy
+53,124
New +$2.83M 1.27% 15

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

My Legacy Advisors's VTEB Position: Q2 2025 in Review

My Legacy Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q2 2025, buying an estimated $1.09M and bringing the position to 95,148 shares worth $4.66M. The position accounts for 1.66% of the portfolio, ranked #13.

My Legacy Advisors first reported a position in VTEB in Q1 2022 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • My Legacy Advisors held 95,148 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.66M as of Q2 2025.
  • My Legacy Advisors bought 22,231 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $1.09M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.66% of My Legacy Advisors's portfolio in Q2 2025, its #13 holding.
  • My Legacy Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 14 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.