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

Seneca Financial 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
Q1 		$21.9M Buy
439,579
+2,941
+0.7% +$149K 6.43% 7
2025
Q4 		$22M Buy
436,638
+45,215
+12% +$2.28M 6.68% 6
2025
Q3 		$19.6M Buy
391,423
+91,678
+31% +$4.51M 6.4% 6
2025
Q2 		$14.7M Buy
299,745
+72,479
+32% +$3.54M 5.66% 6
2025
Q1 		$11.3M Buy
227,266
+18,187
+9% +$910K 5.47% 6
2024
Q4 		$10.5M Buy
209,079
+2,596
+1% +$131K 5.2% 7
2024
Q3 		$10.6M Buy
206,483
+18,864
+10% +$956K 5.13% 7
2024
Q2 		$9.4M Buy
187,619
+30,540
+19% +$1.53M 4.87% 7
2024
Q1 		$7.95M Buy
157,079
+61,956
+65% +$3.14M 4.24% 8
2023
Q4 		$4.86M Buy
+95,123
New +$4.66M 2.82% 9

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

Seneca Financial Advisors's VTEB Position: Q1 2026 in Review

Seneca Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.67% in Q1 2026, buying an estimated $149K and bringing the position to 439,579 shares worth $21.9M. The position accounts for 6.43% of the portfolio, ranked #7.

Seneca Financial Advisors first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $22M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Seneca Financial Advisors held 439,579 shares of Vanguard Tax-Exempt Bond Index Fund worth $21.9M as of Q1 2026.
  • Seneca Financial Advisors bought 2,941 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $149K.
  • Vanguard Tax-Exempt Bond Index Fund made up 6.43% of Seneca Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Seneca Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Seneca Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $22M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.