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 Q2	$1.66M	Sell	32,726 -510	-2%	-$25.6K	0.09%	233
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 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

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

Regal Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q2 2026, selling an estimated $25.6K and leaving 32,726 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #233.

Regal Investment Advisors first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Regal Investment Advisors held 32,726 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.66M as of Q2 2026.
Regal Investment Advisors sold 510 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #233 holding.
Regal Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
Regal Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.8M in Q4 2025.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.