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

Physician 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 		$224K Buy
4,428
+459
+12% +$23.1K 0.03% 203
2026
Q1 		$198K Buy
3,969
+2,620
+194% +$132K 0.03% 195
2025
Q4 		$67.8K Buy
1,349
+10
+0.7% +$503 0.01% 332
2025
Q3 		$67.1K Buy
1,339
+388
+41% +$19.1K 0.01% 326
2025
Q2 		$46.6K Sell
951
-6,750
-88% -$330K 0.01% 359
2025
Q1 		$382K Buy
7,701
+225
+3% +$11.3K 0.07% 113
2024
Q4 		$375K Buy
7,476
+32
+0.4% +$1.62K 0.06% 119
2024
Q3 		$378K Sell
7,444
-401
-5% -$20.3K 0.07% 111
2024
Q2 		$396K Sell
7,845
-382
-5% -$19.1K 0.07% 106
2024
Q1 		$411K Sell
8,227
-423
-5% -$21.4K 0.09% 101
2023
Q4 		$437K Sell
8,650
-1,381
-14% -$67.7K 0.1% 92
2023
Q3 		$480K Buy
10,031
+554
+6% +$27.4K 0.12% 80
2023
Q2 		$475K Buy
9,477
+90
+1% +$4.52K 0.12% 82
2023
Q1 		$471K Sell
9,387
-599
-6% -$30.1K 0.12% 81
2022
Q4 		$507K Buy
9,986
+876
+10% +$42.8K 0.14% 76
2022
Q3 		$442K Buy
9,110
+642
+8% +$32.1K 0.14% 81
2022
Q2 		$432K Buy
+8,468
New +$424K 0.13% 83

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

Physician Wealth Advisors's VTEB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $23.1K and bringing the position to 4,428 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #203.

Physician Wealth Advisors first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $507K in Q4 2022. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Physician Wealth Advisors held 4,428 shares of Vanguard Tax-Exempt Bond Index Fund worth $224K as of Q2 2026.
  • Physician Wealth Advisors bought 459 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $23.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Physician Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $507K in Q4 2022.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.