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OneDigital Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

OneDigital Investment 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 		$116M Buy
2,289,562
+136,007
+6% +$6.83M 0.98% 20
2026
Q1 		$107M Buy
2,153,555
+223,228
+12% +$11.3M 1.05% 20
2025
Q4 		$97.1M Buy
1,930,327
+76,984
+4% +$3.87M 0.95% 24
2025
Q3 		$92.8M Sell
1,853,343
-10,867
-0.6% -$534K 0.95% 23
2025
Q2 		$91.4M Buy
1,864,210
+136,498
+8% +$6.67M 1.01% 21
2025
Q1 		$85.7M Buy
1,727,712
+108,865
+7% +$5.45M 1.02% 20
2024
Q4 		$81.2M Buy
1,618,847
+219,858
+16% +$11.1M 0.94% 23
2024
Q3 		$71.5M Sell
1,398,989
-40,101
-3% -$2.03M 0.82% 26
2024
Q2 		$72.1M Buy
1,439,090
+112,409
+8% +$5.62M 0.9% 22
2024
Q1 		$67.1M Buy
1,326,681
+204,613
+18% +$10.4M 1.05% 21
2023
Q4 		$57.3M Buy
1,122,068
+141,077
+14% +$6.92M 1% 21
2023
Q3 		$47.2M Buy
980,991
+513,754
+110% +$25.5M 1.02% 20
2023
Q2 		$23.5M Buy
467,237
+49,511
+12% +$2.49M 0.52% 46
2023
Q1 		$21.2M Buy
417,726
+383
+0.1% +$19.2K 0.5% 51
2022
Q4 		$20.7M Buy
417,343
+336,585
+417% +$16.5M 0.6% 35
2022
Q3 		$3.89M Buy
80,758
+66,563
+469% +$3.33M 0.14% 105
2022
Q2 		$709K Sell
14,195
-458
-3% -$23K 0.03% 331
2022
Q1 		$755K Buy
14,653
+4,815
+49% +$256K 0.03% 339
2021
Q4 		$540K Buy
9,838
+161
+2% +$8.82K 0.02% 428
2021
Q3 		$530K Buy
+9,677
New +$535K 0.02% 401
2020
Q4 		– Sell
-6,109
Closed -$333K – 742
2020
Q3 		$333K Buy
6,109
+8
+0.1% +$437 0.02% 401
2020
Q2 		$330K Buy
6,101
+56
+0.9% +$2.98K 0.02% 422
2020
Q1 		$320K Sell
6,045
-344
-5% -$18.4K 0.03% 362
2019
Q4 		$342K Buy
6,389
+54
+0.9% +$2.89K 0.03% 386
2019
Q3 		$340K Sell
6,335
-6,265
-50% -$336K 0.03% 357
2019
Q2 		$668K Buy
12,600
+6,336
+101% +$333K 0.05% 213
2019
Q1 		$327K Buy
6,264
+1,838
+42% +$94.5K 0.05% 217
2018
Q4 		$226K Buy
4,426
+3,717
+524% +$187K 0.04% 244
2018
Q3 		$35K Buy
709
+147
+26% +$7.48K 0.01% 498
2018
Q2 		$29K Sell
562
-234
-29% -$11.9K 0.01% 679
2018
Q1 		$40K Buy
+796
New +$40.6K 0.01% 590

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

OneDigital Investment Advisors's VTEB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.3% in Q2 2026, buying an estimated $6.83M and bringing the position to 2,289,562 shares worth $116M. The position accounts for 0.98% of the portfolio, ranked #20.

OneDigital Investment Advisors first reported a position in VTEB in Q1 2018 and has held it in 31 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • OneDigital Investment Advisors held 2,289,562 shares of Vanguard Tax-Exempt Bond Index Fund worth $116M as of Q2 2026.
  • OneDigital Investment Advisors bought 136,007 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.83M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.98% of OneDigital Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 31 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.