Pure Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pure Financial 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	$5.87M	Buy	115,981 +4,610	+4%	+$232K	0.07%	114
2026 Q1	$5.56M	Buy	111,371 +51,490	+86%	+$2.6M	0.08%	108
2025 Q4	$3.01M	Buy	59,881 +11,681	+24%	+$588K	0.04%	135
2025 Q3	$2.41M	Buy	48,200 +8,969	+23%	+$441K	0.04%	147
2025 Q2	$1.92M	Sell	39,231 -9,519	-20%	-$465K	0.03%	155
2025 Q1	$2.42M	Buy	48,750 +14,922	+44%	+$747K	0.05%	118
2024 Q4	$1.7M	Sell	33,828 -7,306	-18%	-$369K	0.04%	130
2024 Q3	$2.1M	Buy	41,134 +6,315	+18%	+$320K	0.05%	113
2024 Q2	$1.74M	Sell	34,819 -13,295	-28%	-$665K	0.05%	115
2024 Q1	$2.43M	Sell	48,114 -4,248	-8%	-$215K	0.08%	105
2023 Q4	$2.67M	Buy	52,362 +336	+0.6%	+$16.5K	0.09%	94
2023 Q3	$2.5M	Buy	52,026 +1,615	+3%	+$80K	0.1%	88
2023 Q2	$2.53M	Buy	50,411 +4,725	+10%	+$237K	0.11%	85
2023 Q1	$2.31M	Buy	45,686 +2,649	+6%	+$133K	0.11%	87
2022 Q4	$2.13M	Buy	43,037 +25,235	+142%	+$1.23M	0.11%	85
2022 Q3	$857K	Buy	17,802 +422	+2%	+$21.1K	0.05%	123
2022 Q2	$868K	Buy	+17,380	New	+$871K	0.05%	119

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

Pure Financial Advisors's VTEB Position: Q2 2026 in Review

Pure Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.1% in Q2 2026, buying an estimated $232K and bringing the position to 115,981 shares worth $5.87M. The position accounts for 0.07% of the portfolio, ranked #114.

Pure Financial Advisors first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Pure Financial Advisors held 115,981 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.87M as of Q2 2026.
Pure Financial Advisors bought 4,610 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $232K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Pure Financial Advisors's portfolio in Q2 2026, its #114 holding.
Pure Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.