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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
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 		$9.67M 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 		$9.95M 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 		$9.65M 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 		$9.83M 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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Silver Oak Advisory Group's VTEB Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.1% in Q2 2026, selling an estimated $116K and leaving 202,568 shares worth $10.2M. The position accounts for 4.04% of the portfolio, ranked #8.

Silver Oak Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Silver Oak Advisory Group held 202,568 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.2M as of Q2 2026.
  • Silver Oak Advisory Group sold 2,309 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $116K.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.04% of Silver Oak Advisory Group's portfolio in Q2 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 19 quarters since.
  • Silver Oak Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.2M in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.