NWF Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NWF 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	$436K	Buy	8,614 +55	+0.6%	+$2.76K	0.04%	244
2026 Q1	$427K	Buy	8,559 +2,242	+35%	+$113K	0.05%	235
2025 Q4	$318K	Buy	6,317 +70	+1%	+$3.52K	0.04%	276
2025 Q3	$313K	Sell	6,247 -1,045	-14%	-$51.4K	0.03%	287
2025 Q2	$358K	Buy	+7,292	New	+$356K	0.04%	260

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

NWF Advisory Services's VTEB Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.64% in Q2 2026, buying an estimated $2.76K and bringing the position to 8,614 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #244.

NWF Advisory Services first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

NWF Advisory Services held 8,614 shares of Vanguard Tax-Exempt Bond Index Fund worth $436K as of Q2 2026.
NWF Advisory Services bought 55 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.76K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #244 holding.
NWF Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.