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

Savvy Advisors Inc’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	$4.12M	Buy	81,394 +1,271	+2%	+$63.9K	0.09%	182
2026 Q1	$4M	Buy	80,123 +13,601	+20%	+$687K	0.11%	152
2025 Q4	$3.35M	Sell	66,522 -1,353	-2%	-$68.1K	0.11%	134
2025 Q3	$3.4M	Buy	67,875 +12,201	+22%	+$600K	0.16%	97
2025 Q2	$2.73M	Sell	55,674 -7,649	-12%	-$374K	0.18%	82
2025 Q1	$3.14M	Buy	63,323 +9,679	+18%	+$484K	0.32%	60
2024 Q4	$2.69M	Buy	53,644 +42,488	+381%	+$2.15M	0.32%	53
2024 Q3	$570K	Sell	11,156 -1,278	-10%	-$64.8K	0.12%	166
2024 Q2	$623K	Sell	12,434 -6,987	-36%	-$350K	0.2%	112
2024 Q1	$983K	Buy	+19,421	New	+$984K	0.57%	42

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

Savvy Advisors Inc's VTEB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q2 2026, buying an estimated $63.9K and bringing the position to 81,394 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #182.

Savvy Advisors Inc first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Savvy Advisors Inc held 81,394 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.12M as of Q2 2026.
Savvy Advisors Inc bought 1,271 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $63.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #182 holding.
Savvy Advisors Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.