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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
Q2 		$4.98M Sell
98,640
-66,453
-40% -$3.34M 1.11% 25
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Degree Advisors's VTEB Position: Q2 2026 in Review

One Degree Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q2 2026, selling an estimated $3.34M and leaving 98,640 shares worth $4.98M. The position accounts for 1.11% of the portfolio, ranked #25.

One Degree Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.24M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • One Degree Advisors held 98,640 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.98M as of Q2 2026.
  • One Degree Advisors sold 66,453 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.34M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.11% of One Degree Advisors's portfolio in Q2 2026, its #25 holding.
  • One Degree Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • One Degree Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.24M in Q1 2026.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.