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

Silver Oak Securities’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	$225K	Buy	4,442 +362	+9%	+$18.2K	0.01%	712
2026 Q1	$204K	Buy	+4,080	New	+$206K	0.01%	730
2025 Q4	–	Sell	-4,867	Closed	-$244K	–	851
2025 Q3	$244K	Buy	4,867 +422	+9%	+$20.7K	0.02%	647
2025 Q2	$218K	Hold	4,445	–	–	0.02%	627
2025 Q1	$220K	Buy	+4,445	New	+$222K	0.02%	573
2024 Q1	–	Sell	-33,615	Closed	-$1.72M	–	549
2023 Q4	$1.72M	Buy	+33,615	New	+$1.65M	0.23%	95
2023 Q3	–	Sell	-29,125	Closed	-$1.46M	–	504
2023 Q2	$1.46M	Buy	29,125 +1,900	+7%	+$95.5K	0.24%	91
2023 Q1	$1.38M	Hold	27,225	–	–	0.23%	83
2022 Q4	$1.35M	Buy	+27,225	New	+$1.33M	0.25%	75

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

Silver Oak Securities's VTEB Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.9% in Q2 2026, buying an estimated $18.2K and bringing the position to 4,442 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #712.

Silver Oak Securities first reported a position in VTEB in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2023. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Silver Oak Securities held 4,442 shares of Vanguard Tax-Exempt Bond Index Fund worth $225K as of Q2 2026.
Silver Oak Securities bought 362 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $18.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #712 holding.
Silver Oak Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 9 quarters since.
Silver Oak Securities's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.72M in Q4 2023.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.