Pacific Excel Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pacific Excel Wealth 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	$1.54M	Buy	+30,427	New	+$1.53M	0.6%	41

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

Pacific Excel Wealth Advisors's VTEB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 30,427 shares worth $1.54M. The stake represents 0.6% of the portfolio and ranks #41 among its holdings.

1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Pacific Excel Wealth Advisors held 30,427 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.54M as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.6% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #41 holding.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.