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Resonant Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Resonant Capital 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 		$30.1M Sell
595,998
-106,050
-15% -$5.33M 1.44% 16
2026
Q1 		$35M Buy
702,048
+2,056
+0.3% +$104K 1.84% 11
2025
Q4 		$35.2M Buy
699,992
+42,122
+6% +$2.12M 1.93% 11
2025
Q3 		$32.9M Buy
657,870
+108,193
+20% +$5.32M 1.92% 11
2025
Q2 		$27M Buy
549,677
+35,565
+7% +$1.74M 1.72% 15
2025
Q1 		$25.5M Buy
514,112
+67,355
+15% +$3.37M 1.78% 13
2024
Q4 		$22.4M Buy
446,757
+46,666
+12% +$2.36M 1.63% 14
2024
Q3 		$20.5M Buy
400,091
+9,024
+2% +$457K 1.5% 14
2024
Q2 		$19.6M Buy
391,067
+60,950
+18% +$3.05M 1.59% 14
2024
Q1 		$16.7M Buy
330,117
+35,296
+12% +$1.79M 1.43% 16
2023
Q4 		$15.1M Sell
294,821
-53,378
-15% -$2.62M 1.45% 16
2023
Q3 		$16.7M Buy
348,199
+1,335
+0.4% +$66.1K 1.79% 14
2023
Q2 		$17.4M Buy
346,864
+47,199
+16% +$2.37M 1.89% 13
2023
Q1 		$15.2M Buy
299,665
+26,680
+10% +$1.34M 1.72% 16
2022
Q4 		$13.5M Buy
272,985
+87,090
+47% +$4.26M 1.68% 13
2022
Q3 		$8.95M Buy
185,895
+125,842
+210% +$6.29M 1.36% 16
2022
Q2 		$3M Sell
60,053
-15,469
-20% -$775K 0.47% 59
2022
Q1 		$3.89M Sell
75,522
-143,785
-66% -$7.65M 0.58% 41
2021
Q4 		$12M Buy
219,307
+55,549
+34% +$3.04M 1.81% 14
2021
Q3 		$8.97M Buy
163,758
+34,623
+27% +$1.91M 1.56% 17
2021
Q2 		$7.14M Buy
129,135
+50,533
+64% +$2.78M 1.38% 14
2021
Q1 		$6.47M Buy
78,602
+25,282
+47% +$1.39M 1.33% 16
2020
Q4 		$2.94M Buy
53,320
+22,784
+75% +$1.24M 0.7% 24
2020
Q3 		$1.66M Buy
30,536
+10,385
+52% +$567K 0.47% 40
2020
Q2 		$1.09M Buy
+20,151
New +$1.07M 0.32% 68

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

Resonant Capital Advisors's VTEB Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, selling an estimated $5.33M and leaving 595,998 shares worth $30.1M. The position accounts for 1.44% of the portfolio, ranked #16.

Resonant Capital Advisors first reported a position in VTEB in Q2 2020 and has held it in 25 quarters since. The position peaked at $35.2M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Resonant Capital Advisors held 595,998 shares of Vanguard Tax-Exempt Bond Index Fund worth $30.1M as of Q2 2026.
  • Resonant Capital Advisors sold 106,050 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.33M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.44% of Resonant Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 25 quarters since.
  • Resonant Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $35.2M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.