N.E.W. Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

N.E.W. Advisory Services’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
2026 Q2	$16.1K	Hold	318	–	–	﹤0.01%	570
2026 Q1	$15.9K	Hold	318	–	–	﹤0.01%	541
2025 Q4	$16K	Hold	318	–	–	﹤0.01%	540
2025 Q3	$15.9K	Buy	318 +200	+169%	+$9.83K	﹤0.01%	503
2025 Q2	$5.79K	Hold	118	–	–	﹤0.01%	633
2025 Q1	$5.86K	Buy	+118	New	+$5.9K	﹤0.01%	693

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

N.E.W. Advisory Services's VTEB Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 318 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

N.E.W. Advisory Services first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

N.E.W. Advisory Services held 318 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.1K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #570 holding.
N.E.W. Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.