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Schneider Downs Wealth Management Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Schneider Downs Wealth Management 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 		$7.14M Sell
141,089
-6,198
-4% -$311K 0.67% 25
2026
Q1 		$7.35M Sell
147,287
-2,918
-2% -$147K 0.81% 24
2025
Q4 		$7.55M Sell
150,205
-1,783
-1% -$89.7K 0.85% 24
2025
Q3 		$7.61M Sell
151,988
-12,680
-8% -$623K 0.9% 22
2025
Q2 		$8.07M Buy
164,668
+64,560
+64% +$3.15M 1.21% 22
2025
Q1 		$4.97M Sell
100,108
-10,673
-10% -$534K 0.9% 24
2024
Q4 		$5.55M Buy
110,781
+71,053
+179% +$3.59M 1.04% 23
2024
Q3 		$2.03M Sell
39,728
-196
-0.5% -$9.93K 0.42% 34
2024
Q2 		$2M Sell
39,924
-5,786
-13% -$290K 0.45% 34
2024
Q1 		$2.31M Buy
45,710
+315
+0.7% +$16K 0.53% 32
2023
Q4 		$2.32M Buy
45,395
+25,917
+133% +$1.27M 0.6% 31
2023
Q3 		$937K Sell
19,478
-21,895
-53% -$1.08M 0.22% 45
2023
Q2 		$2.08M Sell
41,373
-9,979
-19% -$501K 0.47% 32
2023
Q1 		$2.6M Sell
51,352
-3,394
-6% -$170K 0.53% 26
2022
Q4 		$2.71M Buy
+54,746
New +$2.68M 0.59% 25

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VTEB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q2 2026, selling an estimated $311K and leaving 141,089 shares worth $7.14M. The position accounts for 0.67% of the portfolio, ranked #25.

Schneider Downs Wealth Management Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.07M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 141,089 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.14M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 6,198 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $311K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.67% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #25 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Schneider Downs Wealth Management Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.07M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.