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

RTD Financial 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	$8.87M	Sell	175,271 -2,102	-1%	-$106K	0.97%	34
2026 Q1	$8.85M	Sell	177,373 -3,450	-2%	-$174K	1.09%	34
2025 Q4	$9.09M	Sell	180,823 -12,257	-6%	-$617K	1.11%	33
2025 Q3	$9.67M	Sell	193,080 -2,471	-1%	-$121K	1.16%	32
2025 Q2	$9.59M	Buy	195,551 +21,538	+12%	+$1.05M	1.23%	28
2025 Q1	$8.63M	Sell	174,013 -2,074	-1%	-$104K	1.16%	28
2024 Q4	$8.83M	Sell	176,087 -3,109	-2%	-$157K	1.13%	28
2024 Q3	$9.16M	Sell	179,196 -2,979	-2%	-$151K	1.16%	28
2024 Q2	$9.13M	Sell	182,175 -2,993	-2%	-$150K	1.23%	24
2024 Q1	$9.37M	Sell	185,168 -5,851	-3%	-$297K	1.26%	24
2023 Q4	$9.75M	Sell	191,019 -240,655	-56%	-$11.8M	1.37%	22
2023 Q3	$20.8M	Buy	431,674 +4,703	+1%	+$233K	3.17%	9
2023 Q2	$21.4M	Sell	426,971 -788	-0.2%	-$39.6K	3.12%	9
2023 Q1	$21.7M	Sell	427,759 -4,924	-1%	-$247K	3.35%	9
2022 Q4	$21.4M	Buy	+432,683	New	+$21.2M	3.49%	9
2022 Q3	–	Sell	-435,725	Closed	-$21.8M	–	107
2022 Q2	$21.8M	Buy	+435,725	New	+$21.8M	3.34%	8

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

RTD Financial Advisors's VTEB Position: Q2 2026 in Review

RTD Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, selling an estimated $106K and leaving 175,271 shares worth $8.87M. The position accounts for 0.97% of the portfolio, ranked #34.

RTD Financial Advisors first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.8M in Q2 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

RTD Financial Advisors held 175,271 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.87M as of Q2 2026.
RTD Financial Advisors sold 2,102 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $106K.
Vanguard Tax-Exempt Bond Index Fund made up 0.97% of RTD Financial Advisors's portfolio in Q2 2026, its #34 holding.
RTD Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
RTD Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $21.8M in Q2 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.