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

Perennial 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	$296K	Buy	+5,861	New	+$295K	0.02%	440

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

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

Perennial Investment Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,861 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #440 among its holdings.

1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Perennial Investment Advisors held 5,861 shares of Vanguard Tax-Exempt Bond Index Fund worth $296K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Perennial Investment Advisors position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #440 holding.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.