SQA
VTEB icon

Simon Quick Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Simon Quick 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 		$6.12M Sell
120,957
-478
-0.4% -$24K 0.25% 68
2026
Q1 		$6.06M Sell
121,435
-88,831
-42% -$4.49M 0.28% 59
2025
Q4 		$10.6M Buy
210,266
+100,418
+91% +$5.05M 0.46% 35
2025
Q3 		$5.5M Buy
109,848
+18,775
+21% +$923K 0.25% 60
2025
Q2 		$4.47M Buy
91,073
+5,342
+6% +$261K 0.23% 65
2025
Q1 		$4.25M Sell
85,731
-8,258
-9% -$413K 0.24% 49
2024
Q4 		$4.71M Sell
93,989
-2,028
-2% -$103K 0.28% 42
2024
Q3 		$4.91M Sell
96,017
-15,322
-14% -$776K 0.31% 41
2024
Q2 		$5.58M Sell
111,339
-14,709
-12% -$736K 0.39% 33
2024
Q1 		$6.38M Buy
126,048
+996
+0.8% +$50.5K 0.48% 31
2023
Q4 		$6.38M Sell
125,052
-1,973
-2% -$96.7K 0.56% 28
2023
Q3 		$6.11M Sell
127,025
-7,964
-6% -$395K 0.58% 31
2023
Q2 		$6.78M Sell
134,989
-4,887
-3% -$246K 0.63% 29
2023
Q1 		$7.09M Buy
139,876
+3,928
+3% +$197K 0.77% 26
2022
Q4 		$6.73M Sell
135,948
-48,258
-26% -$2.36M 0.8% 25
2022
Q3 		$8.87M Sell
184,206
-3,106
-2% -$155K 1.25% 19
2022
Q2 		$9.51M Buy
187,312
+42,148
+29% +$2.11M 1.25% 17
2022
Q1 		$7.48M Sell
145,164
-9,821
-6% -$523K 2.12% 10
2021
Q4 		$8.51M Sell
154,985
-627
-0.4% -$34.4K 2.28% 11
2021
Q3 		$8.52M Sell
155,612
-14,723
-9% -$814K 2.19% 9
2021
Q2 		$9.42M Buy
170,335
+29,691
+21% +$1.64M 2.49% 9
2021
Q1 		$7.68M Sell
140,644
-30,763
-18% -$1.69M 2.26% 10
2020
Q4 		$9.46M Sell
171,407
-617
-0.4% -$33.7K 2.85% 9
2020
Q3 		$9.37M Buy
172,024
+13,286
+8% +$725K 2.67% 9
2020
Q2 		$8.59M Buy
158,738
+9,426
+6% +$502K 3.26% 8
2020
Q1 		$7.9M Buy
149,312
+88,517
+146% +$4.74M 2.93% 9
2019
Q4 		$3.25M Buy
+60,795
New +$3.25M 1.18% 21

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Simon Quick Advisors's VTEB Position: Q2 2026 in Review

Simon Quick Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.39% in Q2 2026, selling an estimated $24K and leaving 120,957 shares worth $6.12M. The position accounts for 0.25% of the portfolio, ranked #68.

Simon Quick Advisors first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q4 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Simon Quick Advisors held 120,957 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.12M as of Q2 2026.
  • Simon Quick Advisors sold 478 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $24K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Simon Quick Advisors's portfolio in Q2 2026, its #68 holding.
  • Simon Quick Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Simon Quick Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.6M in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.