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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWF Advisory Services's VTEB Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q1 2026, buying an estimated $113K and bringing the position to 8,559 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #235.

NWF Advisory Services first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

NWF Advisory Services held 8,559 shares of Vanguard Tax-Exempt Bond Index Fund worth $427K as of Q1 2026.
NWF Advisory Services bought 2,242 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $113K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #235 holding.
NWF Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.