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

Sanctuary 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	$71.5M	Buy	1,414,356 +52,889	+4%	+$2.66M	0.33%	57
2026 Q1	$67.9M	Sell	1,361,467 -70,818	-5%	-$3.58M	0.37%	48
2025 Q4	$72M	Buy	1,432,285 +88,359	+7%	+$4.45M	0.39%	44
2025 Q3	$67.3M	Sell	1,343,926 -92,243	-6%	-$4.53M	0.39%	47
2025 Q2	$70.4M	Buy	1,436,169 +45,746	+3%	+$2.23M	0.44%	39
2025 Q1	$69M	Sell	1,390,423 -43,745	-3%	-$2.19M	0.49%	34
2024 Q4	$72M	Buy	1,434,168 +69,692	+5%	+$3.52M	0.46%	38
2024 Q3	$69.1M	Sell	1,364,476 -62,856	-4%	-$3.19M	0.44%	42
2024 Q2	$71.1M	Buy	+1,427,332	New	+$71.4M	0.52%	29

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

Sanctuary Advisors's VTEB Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.9% in Q2 2026, buying an estimated $2.66M and bringing the position to 1,414,356 shares worth $71.5M. The position accounts for 0.33% of the portfolio, ranked #57.

Sanctuary Advisors first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $72M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Sanctuary Advisors held 1,414,356 shares of Vanguard Tax-Exempt Bond Index Fund worth $71.5M as of Q2 2026.
Sanctuary Advisors bought 52,889 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.66M.
Vanguard Tax-Exempt Bond Index Fund made up 0.33% of Sanctuary Advisors's portfolio in Q2 2026, its #57 holding.
Sanctuary Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $72M in Q4 2025.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.