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

Pitcairn 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 		– Sell
-7,477
Closed -$376K – 312
2026
Q1 		$376K Hold
7,477
– – 0.03% 214
2025
Q4 		$376K Buy
+7,477
New +$376K 0.03% 214

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

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

Pitcairn Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 7,477 shares — an estimated $376K sold.

Pitcairn Wealth Advisors first reported a position in VTEB in Q4 2025 and held it in 2 quarters. The position peaked at $376K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Pitcairn Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Pitcairn Wealth Advisors sold 7,477 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $376K.
  • Pitcairn Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 2 quarters.
  • Pitcairn Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $376K in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.