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SOA Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SOA Wealth 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 		$43.9K Hold
867
– – 0.01% 414
2026
Q1 		$43.3K Sell
867
-543
-39% -$27.4K 0.01% 396
2025
Q4 		$70.9K Sell
1,410
-586
-29% -$29.5K 0.01% 317
2025
Q3 		$99.9K Hold
1,996
– – 0.02% 295
2025
Q2 		$97.8K Hold
1,996
– – 0.02% 282
2025
Q1 		$99K Hold
1,996
– – 0.02% 261
2024
Q4 		$100K Sell
1,996
-297
-13% -$15K 0.02% 256
2024
Q3 		$117K Hold
2,293
– – 0.02% 238
2024
Q2 		$115K Sell
2,293
-1,482
-39% -$74.2K 0.02% 230
2024
Q1 		$191K Buy
3,775
+2,270
+151% +$115K 0.04% 187
2023
Q4 		$76.9K Sell
1,505
-2,435
-62% -$119K 0.02% 259
2023
Q3 		$190K Buy
3,940
+59
+2% +$2.92K 0.05% 168
2023
Q2 		$195K Sell
3,881
-134
-3% -$6.73K 0.05% 163
2023
Q1 		$203K Sell
4,015
-10
-0.2% -$502 0.05% 153
2022
Q4 		$199K Sell
4,025
-289
-7% -$14.1K 0.05% 149
2022
Q3 		$207K Sell
4,314
-1,384
-24% -$69.2K 0.06% 142
2022
Q2 		$284K Sell
5,698
-4,915
-46% -$246K 0.08% 119
2022
Q1 		$547K Buy
10,613
+218
+2% +$11.6K 0.13% 94
2021
Q4 		$570K Buy
10,395
+1,000
+11% +$54.8K 0.14% 90
2021
Q3 		$514K Sell
9,395
-2,933
-24% -$162K 0.13% 95
2021
Q2 		$681K Hold
12,328
– – 0.18% 81
2021
Q1 		$673K Sell
12,328
-373
-3% -$20.5K 0.19% 78
2020
Q4 		$705K Buy
+12,701
New +$693K 0.19% 71

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

SOA Wealth Advisors's VTEB Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 867 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #414.

SOA Wealth Advisors first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $705K in Q4 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • SOA Wealth Advisors held 867 shares of Vanguard Tax-Exempt Bond Index Fund worth $43.9K as of Q2 2026.
  • SOA Wealth Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #414 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $705K in Q4 2020.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.