NOI
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Newton One Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Newton One Investments’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 		$15.7M Buy
310,046
+7,569
+3% +$380K 3.95% 9
2026
Q1 		$15.1M Buy
302,477
+13,992
+5% +$706K 4.1% 9
2025
Q4 		$14.5M Buy
288,485
+5,721
+2% +$288K 4.28% 7
2025
Q3 		$14.2M Buy
282,764
+6,504
+2% +$320K 4.19% 7
2025
Q2 		$13.5M Sell
276,260
-12,949
-4% -$633K 4.26% 7
2025
Q1 		$14.4M Buy
289,209
+6,999
+2% +$350K 5.13% 7
2024
Q4 		$14.1M Buy
282,210
+14,648
+5% +$741K 5.45% 6
2024
Q3 		$13.7M Buy
267,562
+49,846
+23% +$2.53M 5.48% 6
2024
Q2 		$10.9M Sell
217,716
-44,519
-17% -$2.23M 4.7% 7
2024
Q1 		$13.3M Buy
262,235
+3,427
+1% +$174K 5.83% 7
2023
Q4 		$13.2M Buy
258,808
+34,419
+15% +$1.69M 6.08% 7
2023
Q3 		$10.8M Sell
224,389
-1,488
-0.7% -$73.7K 6.43% 6
2023
Q2 		$11.3M Buy
225,877
+4,494
+2% +$226K 6.51% 6
2023
Q1 		$11.2M Buy
221,383
+6,603
+3% +$331K 6.74% 6
2022
Q4 		$10.6M Sell
214,780
-16,950
-7% -$829K 6.86% 5
2022
Q3 		$11.2M Sell
231,730
-2,500
-1% -$125K 7.94% 5
2022
Q2 		$11.7M Buy
234,230
+199,487
+574% +$10M 8.69% 4
2022
Q1 		$1.79M Buy
34,743
+3,538
+11% +$188K 1.31% 17
2021
Q4 		$1.71M Buy
31,205
+1,951
+7% +$107K 1.21% 17
2021
Q3 		$1.6M Buy
+29,254
New +$1.62M 1.19% 17

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Newton One Investments's VTEB Position: Q2 2026 in Review

Newton One Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.5% in Q2 2026, buying an estimated $380K and bringing the position to 310,046 shares worth $15.7M. The position accounts for 3.95% of the portfolio, ranked #9.

Newton One Investments first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. 1,022 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Newton One Investments held 310,046 shares of Vanguard Tax-Exempt Bond Index Fund worth $15.7M as of Q2 2026.
  • Newton One Investments bought 7,569 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $380K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.95% of Newton One Investments's portfolio in Q2 2026, its #9 holding.
  • Newton One Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.