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

Sequoia 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 		$105M Buy
2,073,127
+226,758
+12% +$11.4M 0.52% 40
2026
Q1 		$92.1M Buy
1,846,369
+140,834
+8% +$7.11M 0.52% 42
2025
Q4 		$85.8M Buy
1,705,535
+78,915
+5% +$3.97M 0.48% 45
2025
Q3 		$81.4M Sell
1,626,620
-2,027
-0.1% -$99.6K 0.49% 42
2025
Q2 		$79.9M Buy
1,628,647
+17,085
+1% +$835K 0.55% 42
2025
Q1 		$80M Buy
1,611,562
+75,615
+5% +$3.78M 0.62% 34
2024
Q4 		$77M Buy
1,535,947
+11,404
+0.7% +$577K 0.74% 28
2024
Q3 		$77.9M Buy
1,524,543
+411
+0% +$20.8K 0.84% 23
2024
Q2 		$76.4M Buy
1,524,132
+24,657
+2% +$1.23M 0.92% 21
2024
Q1 		$75.9M Buy
1,499,475
+27,798
+2% +$1.41M 0.94% 20
2023
Q4 		$75.1M Buy
1,471,677
+243,088
+20% +$11.9M 0.93% 20
2023
Q3 		$59.1M Buy
1,228,589
+982
+0.1% +$48.6K 1.04% 22
2023
Q2 		$61.7M Buy
1,227,607
+124,755
+11% +$6.27M 1.06% 22
2023
Q1 		$55.9M Buy
1,102,852
+632,786
+135% +$31.8M 1.24% 17
2022
Q4 		$23.3M Sell
470,066
-352,466
-43% -$17.2M 0.57% 31
2022
Q3 		$39.6M Buy
822,532
+39,617
+5% +$1.98M 1.25% 18
2022
Q2 		$39.1M Buy
782,915
+98,711
+14% +$4.95M 1.11% 19
2022
Q1 		$35.3M Buy
684,204
+409,023
+149% +$21.8M 0.88% 24
2021
Q4 		$15.1M Buy
275,181
+208,388
+312% +$11.4M 0.41% 38
2021
Q3 		$3.66M Sell
66,793
-98,910
-60% -$5.47M 0.37% 46
2021
Q2 		$9.16M Buy
165,703
+144,321
+675% +$7.95M 0.33% 52
2021
Q1 		$1.17M Buy
21,382
+6,372
+42% +$350K 0.05% 175
2020
Q4 		$828K Buy
+15,010
New +$819K 0.04% 199
2016
Q4 		– Sell
-33,238
Closed -$1.74M – 284
2016
Q3 		$1.74M Buy
+33,238
New +$1.74M 0.32% 56

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

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

Sequoia Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $11.4M and bringing the position to 2,073,127 shares worth $105M. The position accounts for 0.52% of the portfolio, ranked #40.

Sequoia Financial Advisors first reported a position in VTEB in Q3 2016 and has held it in 24 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sequoia Financial Advisors held 2,073,127 shares of Vanguard Tax-Exempt Bond Index Fund worth $105M as of Q2 2026.
  • Sequoia Financial Advisors bought 226,758 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.4M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.52% of Sequoia Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2016 and has held it in 24 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.