SFMG Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SFMG Wealth 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	$1.7M	Buy	33,561 +279	+0.8%	+$14K	0.1%	90
2026 Q1	$1.66M	Sell	33,282 -5,799	-15%	-$293K	0.11%	83
2025 Q4	$1.97M	Buy	39,081 +5,179	+15%	+$261K	0.13%	73
2025 Q3	$1.7M	Buy	33,902 +22,344	+193%	+$1.1M	0.12%	79
2025 Q2	$567K	Buy	11,558 +4,032	+54%	+$197K	0.04%	141
2025 Q1	$373K	Buy	+7,526	New	+$377K	0.03%	174
2021 Q3	–	Sell	-8,249	Closed	-$456K	–	281
2021 Q2	$456K	Buy	+8,249	New	+$454K	0.05%	161

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFMG Wealth Advisors's VTEB Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.84% in Q2 2026, buying an estimated $14K and bringing the position to 33,561 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #90.

SFMG Wealth Advisors first reported a position in VTEB in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

SFMG Wealth Advisors held 33,561 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.7M as of Q2 2026.
SFMG Wealth Advisors bought 279 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $14K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of SFMG Wealth Advisors's portfolio in Q2 2026, its #90 holding.
SFMG Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 7 quarters since.
SFMG Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.97M in Q4 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.