Sierra Summit Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sierra Summit 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	$295K	Buy	+5,840	New	+$293K	0.03%	174

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

Sierra Summit Advisors's VTEB Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,840 shares worth $295K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings.

1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Sierra Summit Advisors held 5,840 shares of Vanguard Tax-Exempt Bond Index Fund worth $295K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Sierra Summit Advisors position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #174 holding.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.