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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
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
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

SFMG Wealth Advisors's VTEB Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q1 2026, selling an estimated $293K and leaving 33,282 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #83.

SFMG Wealth Advisors first reported a position in VTEB in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • SFMG Wealth Advisors held 33,282 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.66M as of Q1 2026.
  • SFMG Wealth Advisors sold 5,799 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $293K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of SFMG Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • SFMG Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 6 quarters since.
  • SFMG Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.97M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.