RIA
VTEB icon

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

Regal 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
Q1 		$1.66M Sell
33,236
-2,625
-7% -$133K 0.1% 218
2025
Q4 		$1.8M Buy
35,861
+598
+2% +$30.1K 0.11% 206
2025
Q3 		$1.77M Sell
35,263
-1,254
-3% -$61.6K 0.11% 193
2025
Q2 		$1.79M Buy
36,517
+2,409
+7% +$118K 0.13% 164
2025
Q1 		$1.69M Buy
34,108
+2,397
+8% +$120K 0.14% 163
2024
Q4 		$1.59M Sell
31,711
-2,248
-7% -$114K 0.12% 184
2024
Q3 		$1.74M Sell
33,959
-496
-1% -$25.1K 0.12% 188
2024
Q2 		$1.73M Buy
34,455
+1,705
+5% +$85.3K 0.11% 195
2024
Q1 		$1.66M Sell
32,750
-101
-0.3% -$5.12K 0.11% 195
2023
Q4 		$1.68M Buy
32,851
+2,180
+7% +$107K 0.13% 174
2023
Q3 		$1.48M Buy
+30,671
New +$1.52M 0.12% 173

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's VTEB Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.3% in Q1 2026, selling an estimated $133K and leaving 33,236 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #218.

Regal Investment Advisors first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Regal Investment Advisors held 33,236 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.66M as of Q1 2026.
  • Regal Investment Advisors sold 2,625 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $133K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Regal Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • Regal Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • Regal Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.8M in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.