Silver Oak Advisory Group
VTEB icon

Silver Oak Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Silver Oak Advisory Group’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
Q3 		$8.95M Sell
189,022
-13,546
-7% -$668K 3.47% 8
2026
Q2 		$10.2M Sell
202,568
-2,309
-1% -$116K 4.04% 8
2026
Q1 		$10.2M Buy
204,877
+6,057
+3% +$306K 4.41% 7
2025
Q4 		$10M Buy
198,820
+5,653
+3% +$284K 4.52% 7
2025
Q3 		$9.7M Sell
193,167
-15,789
-8% -$776K 4.38% 7
2025
Q2 		$10.2M Sell
208,956
-23,548
-10% -$1.15M 4.96% 6
2025
Q1 		$11.5M Sell
232,504
-6,563
-3% -$328K 6.13% 4
2024
Q4 		$12M Buy
239,067
+164
+0.1% +$8.29K 6.34% 4
2024
Q3 		$12.2M Buy
238,903
+3,127
+1% +$158K 6.26% 4
2024
Q2 		$11.8M Buy
235,776
+8,895
+4% +$445K 6.56% 4
2024
Q1 		$11.5M Buy
226,881
+7,969
+4% +$404K 6.44% 4
2023
Q4 		$11.2M Sell
218,912
-7,072
-3% -$347K 6.56% 4
2023
Q3 		$10.9M Buy
225,984
+26,560
+13% +$1.32M 7.04% 4
2023
Q2 		$10M Buy
199,424
+3,044
+2% +$153K 6.55% 4
2023
Q1 		$9.9M Sell
196,380
-1,706
-0.9% -$85.6K 6.69% 4
2022
Q4 		$9.8M Sell
198,086
-2,402
-1% -$117K 6.91% 4
2022
Q3 		$9.7M Buy
200,488
+6,276
+3% +$314K 7.24% 4
2022
Q2 		$9.7M Buy
194,212
+3,439
+2% +$172K 6.87% 4
2022
Q1 		$9.8M Buy
190,773
+6,160
+3% +$328K 6.42% 4
2021
Q4 		$10.1M Buy
+184,613
New +$10.1M 6.42% 4

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Silver Oak Advisory Group's VTEB Position: Q3 2026 in Review

Silver Oak Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.7% in Q3 2026, selling an estimated $668K and leaving 189,022 shares worth $8.95M. The position accounts for 3.47% of the portfolio, ranked #8.

Silver Oak Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.2M in Q3 2024. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Silver Oak Advisory Group held 189,022 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.95M as of Q3 2026.
  • Silver Oak Advisory Group sold 13,546 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $668K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.47% of Silver Oak Advisory Group's portfolio in Q3 2026, its #8 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 20 quarters since.
  • Silver Oak Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.2M in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.