Net Worth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Net Worth Advisory Group’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 Q3	$297K	Buy	6,253 +90	+1%	+$4.44K	0.07%	289
2026 Q2	$312K	Sell	6,163 -8,751	-59%	-$440K	0.08%	275
2026 Q1	$744K	Buy	14,914 +162	+1%	+$8.18K	0.15%	140
2025 Q4	$742K	Buy	14,752 +2,821	+24%	+$142K	0.15%	146
2025 Q3	$597K	Sell	11,931 -5,188	-30%	-$255K	0.17%	137
2025 Q2	$839K	Buy	17,119 +5,393	+46%	+$263K	0.19%	105
2025 Q1	$582K	Sell	11,726 -4,310	-27%	-$216K	0.18%	137
2024 Q4	$804K	Buy	16,036 +10,202	+175%	+$516K	0.24%	82
2024 Q3	$298K	Buy	+5,834	New	+$296K	0.09%	276

Other funds holding VTEB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Net Worth Advisory Group's VTEB Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q3 2026, buying an estimated $4.44K and bringing the position to 6,253 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #289.

Net Worth Advisory Group first reported a position in VTEB in Q3 2024 and has held it in 9 quarters since. The position peaked at $839K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Net Worth Advisory Group held 6,253 shares of Vanguard Tax-Exempt Bond Index Fund worth $297K as of Q3 2026.
Net Worth Advisory Group bought 90 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $4.44K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #289 holding.
Net Worth Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $839K in Q2 2025.
1,170 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.