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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Physician Wealth Advisors's VTEB Position: Q1 2026 in Review

Physician Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 194% in Q1 2026, buying an estimated $132K and bringing the position to 3,969 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #195.

Physician Wealth Advisors first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $507K in Q4 2022. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Physician Wealth Advisors held 3,969 shares of Vanguard Tax-Exempt Bond Index Fund worth $198K as of Q1 2026.
Physician Wealth Advisors bought 2,620 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $132K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #195 holding.
Physician Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
Physician Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $507K in Q4 2022.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.