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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savvy Advisors Inc's VTEB Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q1 2026, buying an estimated $687K and bringing the position to 80,123 shares worth $4M. The position accounts for 0.11% of the portfolio, ranked #152.

Savvy Advisors Inc first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Savvy Advisors Inc held 80,123 shares of Vanguard Tax-Exempt Bond Index Fund worth $4M as of Q1 2026.
  • Savvy Advisors Inc bought 13,601 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $687K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Savvy Advisors Inc's portfolio in Q1 2026, its #152 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.