SageView Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SageView Advisory Group’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
2025 Q4	$13.5M	Sell	268,868 -10,716	-4%	-$539K	0.46%	26
2025 Q3	$14M	Buy	279,584 +228,725	+450%	+$11.2M	0.48%	25
2025 Q2	$2.47M	Sell	50,859 -35,870	-41%	-$1.75M	0.09%	120
2025 Q1	$4.3M	Sell	86,729 -764	-0.9%	-$38.2K	0.18%	62
2024 Q4	$4.39M	Buy	87,493 +10,158	+13%	+$514K	0.19%	69
2024 Q3	$3.95M	Buy	+77,335	New	+$3.92M	0.2%	67
2024 Q2	–	Sell	-36,377	Closed	-$1.82M	–	72
2024 Q1	$5.92M	Buy	+36,377	New	+$1.84M	0.3%	45
2023 Q4	–	Sell	-159,088	Closed	-$7.8M	–	91
2023 Q3	$7.65M	Buy	159,088 +270	+0.2%	+$13.4K	0.44%	33
2023 Q2	$7.98M	Buy	158,818 +3,091	+2%	+$155K	0.44%	33
2023 Q1	$7.89M	Sell	155,727 -673	-0.4%	-$33.8K	0.5%	33
2022 Q4	$7.74M	Buy	+156,400	New	+$7.65M	0.63%	34

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's VTEB Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q4 2025, selling an estimated $539K and leaving 268,868 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #26.

SageView Advisory Group first reported a position in VTEB in Q4 2022 and has held it in 11 quarters since. The position peaked at $14M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

SageView Advisory Group held 268,868 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.5M as of Q4 2025.
SageView Advisory Group sold 10,716 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $539K.
Vanguard Tax-Exempt Bond Index Fund made up 0.46% of SageView Advisory Group's portfolio in Q4 2025, its #26 holding.
SageView Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $14M in Q3 2025.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.