Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SWA
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
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$567K
Buy
11,558
+4,032
+
54
%
+$198K
0.04%
141
2025
Q1
$373K
Buy
+7,526
New
+$373K
0.03%
174
2021
Q3
–
Sell
-8,249
Closed
-$456K
–
276
2021
Q2
$456K
Buy
+8,249
New
+$456K
0.05%
161
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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