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

Riversedge 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 		$17.7M Buy
350,427
+20,296
+6% +$1.02M 2.33% 11
2026
Q1 		$16.5M Buy
330,131
+6,144
+2% +$310K 2.67% 11
2025
Q4 		$16.3M Buy
323,987
+2,253
+0.7% +$113K 2.65% 12
2025
Q3 		$16.1M Buy
321,734
+17,808
+6% +$875K 2.7% 12
2025
Q2 		$14.9M Buy
303,926
+44,461
+17% +$2.17M 2.91% 12
2025
Q1 		$12.9M Buy
259,465
+112,866
+77% +$5.65M 2.87% 13
2024
Q4 		$7.35M Sell
146,599
-1,573
-1% -$79.5K 1.66% 17
2024
Q3 		$7.57M Sell
148,172
-4,205
-3% -$213K 1.72% 17
2024
Q2 		$7.64M Sell
152,377
-13,596
-8% -$680K 1.86% 18
2024
Q1 		$8.4M Sell
165,973
-11,533
-6% -$585K 2.07% 14
2023
Q4 		$9.06M Sell
177,506
-33,101
-16% -$1.62M 2.48% 13
2023
Q3 		$10.1M Buy
210,607
+3,272
+2% +$162K 2.99% 13
2023
Q2 		$10.4M Buy
207,335
+3,857
+2% +$194K 2.86% 12
2023
Q1 		$10.3M Sell
203,478
-7,021
-3% -$352K 3% 9
2022
Q4 		$10.4M Sell
210,499
-10,915
-5% -$534K 3.37% 8
2022
Q3 		$10.7M Sell
221,414
-43,970
-17% -$2.2M 3.85% 8
2022
Q2 		$13.2M Sell
265,384
-25,254
-9% -$1.27M 4.92% 7
2022
Q1 		$15M Sell
290,638
-30,405
-9% -$1.62M 4.87% 7
2021
Q4 		$17.6M Sell
321,043
-43,435
-12% -$2.38M 5.59% 7
2021
Q3 		$20M Buy
364,478
+40,628
+13% +$2.25M 6.85% 6
2021
Q2 		$17.9M Buy
323,850
+59,136
+22% +$3.26M 6.55% 7
2021
Q1 		$14.5M Buy
264,714
+19,407
+8% +$1.07M 6.19% 7
2020
Q4 		$13.5M Sell
245,307
-472
-0.2% -$25.8K 6.28% 7
2020
Q3 		$13.4M Buy
245,779
+11,290
+5% +$616K 7.08% 7
2020
Q2 		$12.7M Buy
234,489
+63,724
+37% +$3.4M 7.41% 7
2020
Q1 		$9.03M Buy
170,765
+165,528
+3,161% +$8.86M 8% 6
2019
Q4 		$280K Sell
5,237
-134
-2% -$7.17K 0.33% 32
2019
Q3 		$290K Hold
5,371
– – 0.41% 28
2019
Q2 		$290K Buy
+5,371
New +$282K 0.41% 28

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

Riversedge Advisors's VTEB Position: Q2 2026 in Review

Riversedge Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 350,427 shares worth $17.7M. The position accounts for 2.33% of the portfolio, ranked #11.

Riversedge Advisors first reported a position in VTEB in Q2 2019 and has held it in 29 quarters since. The position peaked at $20M in Q3 2021. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Riversedge Advisors held 350,427 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.7M as of Q2 2026.
  • Riversedge Advisors bought 20,296 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.02M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.33% of Riversedge Advisors's portfolio in Q2 2026, its #11 holding.
  • Riversedge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 29 quarters since.
  • Riversedge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $20M in Q3 2021.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.