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Signature Estate & Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Signature Estate & Investment 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 		$1.24M Buy
24,515
+97
+0.4% +$4.87K 0.02% 233
2026
Q1 		$1.22M Buy
24,418
+8,769
+56% +$443K 0.02% 242
2025
Q4 		$787K Buy
15,649
+76
+0.5% +$3.82K 0.02% 293
2025
Q3 		$780K Buy
15,573
+6,544
+72% +$322K 0.02% 289
2025
Q2 		$443K Buy
9,029
+1
+0% +$49 0.01% 392
2025
Q1 		$448K Sell
9,028
-5,867
-39% -$294K 0.01% 365
2024
Q4 		$747K Sell
14,895
-732
-5% -$37K 0.02% 267
2024
Q3 		$799K Buy
15,627
+59
+0.4% +$2.99K 0.02% 231
2024
Q2 		$780K Buy
+15,568
New +$779K 0.02% 231

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors's VTEB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.4% in Q2 2026, buying an estimated $4.87K and bringing the position to 24,515 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #233.

Signature Estate & Investment Advisors first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Signature Estate & Investment Advisors held 24,515 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.24M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 97 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.87K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.