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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
Q2 		$24.9M Buy
492,631
+53,052
+12% +$2.67M 6.47% 7
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 $1.81T 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

Seneca Financial Advisors's VTEB Position: Q2 2026 in Review

Seneca Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $2.67M and bringing the position to 492,631 shares worth $24.9M. The position accounts for 6.47% of the portfolio, ranked #7.

Seneca Financial Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Seneca Financial Advisors held 492,631 shares of Vanguard Tax-Exempt Bond Index Fund worth $24.9M as of Q2 2026.
  • Seneca Financial Advisors bought 53,052 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.67M.
  • Vanguard Tax-Exempt Bond Index Fund made up 6.47% of Seneca Financial Advisors's portfolio in Q2 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 11 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.