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

Realta 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	$414K	Buy	8,180 +1,490	+22%	+$74.9K	0.13%	149
2026 Q1	$334K	Buy	6,690 +1,500	+29%	+$75.7K	0.12%	150
2025 Q4	$261K	Buy	+5,190	New	+$261K	0.09%	170
2022 Q4	–	Sell	-810	Closed	-$39K	–	883
2022 Q3	$39K	Buy	+810	New	+$40.5K	0.01%	554
2020 Q1	–	Sell	-2,000	Closed	-$107K	–	1372
2019 Q4	$107K	Buy	+2,000	New	+$107K	0.03%	483
2019 Q3	–	Sell	-80	Closed	-$4K	–	1805
2019 Q2	$4K	Buy	+80	New	+$4.2K	﹤0.01%	1450

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

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

Realta Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, buying an estimated $74.9K and bringing the position to 8,180 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #149.

Realta Investment Advisors first reported a position in VTEB in Q2 2019 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Realta Investment Advisors held 8,180 shares of Vanguard Tax-Exempt Bond Index Fund worth $414K as of Q2 2026.
Realta Investment Advisors bought 1,490 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $74.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Realta Investment Advisors's portfolio in Q2 2026, its #149 holding.
Realta Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 6 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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