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One Degree Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

One Degree Advisors’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 		$8.24M Buy
165,093
+8,388
+5% +$424K 2.16% 13
2025
Q4 		$7.88M Buy
156,705
+76,338
+95% +$3.84M 2.17% 14
2025
Q3 		$4.02M Sell
80,367
-29,814
-27% -$1.47M 1.23% 20
2025
Q2 		$5.4M Buy
110,181
+839
+0.8% +$41K 1.92% 14
2025
Q1 		$5.42M Buy
109,342
+52,248
+92% +$2.61M 2.23% 11
2024
Q4 		$2.86M Sell
57,094
-44,735
-44% -$2.26M 1.16% 23
2024
Q3 		$5.21M Buy
101,829
+55,347
+119% +$2.8M 2.2% 12
2024
Q2 		$2.33M Sell
46,482
-258
-0.6% -$12.9K 1.12% 23
2024
Q1 		$2.37M Buy
46,740
+107
+0.2% +$5.42K 1.18% 23
2023
Q4 		$2.35M Buy
+46,633
New +$2.29M 1.2% 23

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

One Degree Advisors's VTEB Position: Q1 2026 in Review

One Degree Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.4% in Q1 2026, buying an estimated $424K and bringing the position to 165,093 shares worth $8.24M. The position accounts for 2.16% of the portfolio, ranked #13.

One Degree Advisors first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • One Degree Advisors held 165,093 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.24M as of Q1 2026.
  • One Degree Advisors bought 8,388 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $424K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.16% of One Degree Advisors's portfolio in Q1 2026, its #13 holding.
  • One Degree Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.