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Seven Mile Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Seven Mile Advisory’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 		$259K Buy
+5,188
New +$262K 0.19% 126
2024
Q1 		– Sell
-4,213
Closed -$215K – 161
2023
Q4 		$215K Buy
+4,213
New +$207K 0.19% 124

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

Seven Mile Advisory's VTEB Position: Q1 2026 in Review

Seven Mile Advisory opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 5,188 shares worth $259K. The stake represents 0.19% of the portfolio and ranks #126 among its holdings. This is a return to the name: Seven Mile Advisory previously reported a position in VTEB as recently as Q4 2023.

Seven Mile Advisory first reported a position in VTEB in Q4 2023 and has held it in 2 quarters since. 1,346 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Seven Mile Advisory held 5,188 shares of Vanguard Tax-Exempt Bond Index Fund worth $259K as of Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Seven Mile Advisory position in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Seven Mile Advisory's portfolio in Q1 2026, its #126 holding.
  • Seven Mile Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 2 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.