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Soltis Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Soltis Investment 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 		$8.19M Buy
161,978
+11,367
+8% +$571K 0.46% 57
2026
Q1 		$7.51M Buy
150,611
+6,778
+5% +$342K 0.47% 51
2025
Q4 		$7.23M Buy
143,833
+3,275
+2% +$165K 0.48% 50
2025
Q3 		$7.04M Sell
140,558
-12,428
-8% -$611K 0.49% 51
2025
Q2 		$7.5M Sell
152,986
-7,718
-5% -$377K 0.59% 35
2025
Q1 		$7.97M Sell
160,704
-3,306
-2% -$165K 0.71% 28
2024
Q4 		$8.22M Sell
164,010
-1,020
-0.6% -$51.6K 0.76% 23
2024
Q3 		$8.44M Buy
165,030
+17,121
+12% +$868K 0.82% 24
2024
Q2 		$7.41M Sell
147,909
-20,957
-12% -$1.05M 0.78% 26
2024
Q1 		$8.54M Buy
168,866
+30,259
+22% +$1.53M 0.96% 17
2023
Q4 		$7.08M Sell
138,607
-458
-0.3% -$22.5K 0.8% 28
2023
Q3 		$6.69M Buy
139,065
+27,432
+25% +$1.36M 0.86% 22
2023
Q2 		$5.61M Sell
111,633
-409
-0.4% -$20.6K 0.65% 41
2023
Q1 		$5.68M Buy
112,042
+59,395
+113% +$2.98M 0.72% 29
2022
Q4 		$2.61M Buy
52,647
+30,942
+143% +$1.51M 0.34% 83
2022
Q3 		$1.04M Hold
21,705
– – 0.16% 123
2022
Q2 		$1.08M Hold
21,705
– – 0.16% 120
2022
Q1 		$1.12M Buy
21,705
+16,982
+360% +$904K 0.16% 123
2021
Q4 		$259K Sell
4,723
-19,699
-81% -$1.08M 0.04% 227
2021
Q3 		$1.34M Buy
24,422
+88
+0.4% +$4.87K 0.21% 100
2021
Q2 		$1.35M Buy
24,334
+9,609
+65% +$529K 0.21% 93
2021
Q1 		$805K Buy
+14,725
New +$809K 0.15% 113

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

Soltis Investment Advisors's VTEB Position: Q2 2026 in Review

Soltis Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.5% in Q2 2026, buying an estimated $571K and bringing the position to 161,978 shares worth $8.19M. The position accounts for 0.46% of the portfolio, ranked #57.

Soltis Investment Advisors first reported a position in VTEB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.54M in Q1 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Soltis Investment Advisors held 161,978 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.19M as of Q2 2026.
  • Soltis Investment Advisors bought 11,367 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $571K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.46% of Soltis Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Soltis Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.54M in Q1 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.