Southland Equity Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Southland Equity Partners’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	$820K	Hold	16,209	–	–	0.14%	116
2026 Q1	$809K	Hold	16,209	–	–	0.16%	108
2025 Q4	$815K	Sell	16,209 -600	-4%	-$30.2K	0.16%	106
2025 Q3	$842K	Hold	16,809	–	–	0.17%	102
2025 Q2	$824K	Hold	16,809	–	–	0.18%	95
2025 Q1	$834K	Hold	16,809	–	–	0.19%	90
2024 Q4	$843K	Hold	16,809	–	–	0.2%	90
2024 Q3	$859K	Hold	16,809	–	–	0.21%	84
2024 Q2	$842K	Hold	16,809	–	–	0.24%	72
2024 Q1	$851K	Hold	16,809	–	–	0.24%	70
2023 Q4	$858K	Hold	16,809	–	–	0.27%	63
2023 Q3	$809K	Hold	16,809	–	–	0.28%	59
2023 Q2	$844K	Hold	16,809	–	–	0.28%	56
2023 Q1	$852K	Hold	16,809	–	–	0.33%	51
2022 Q4	$832K	Hold	16,809	–	–	0.32%	48
2022 Q3	$809K	Hold	16,809	–	–	0.4%	46
2022 Q2	$839K	Hold	16,809	–	–	0.38%	49
2022 Q1	$867K	Hold	16,809	–	–	0.36%	47
2021 Q4	$923K	Hold	16,809	–	–	0.38%	49
2021 Q3	$921K	Hold	16,809	–	–	0.42%	46
2021 Q2	$930K	Buy	16,809 +917	+6%	+$50.5K	0.44%	46
2021 Q1	$868K	Buy	15,892 +183	+1%	+$10.1K	0.49%	41
2020 Q4	$867K	Buy	+15,709	New	+$858K	0.58%	36

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

Southland Equity Partners's VTEB Position: Q2 2026 in Review

Southland Equity Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 16,209 shares worth $820K. The position accounts for 0.14% of the portfolio, ranked #116.

Southland Equity Partners first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $930K in Q2 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Southland Equity Partners held 16,209 shares of Vanguard Tax-Exempt Bond Index Fund worth $820K as of Q2 2026.
Southland Equity Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Southland Equity Partners's portfolio in Q2 2026, its #116 holding.
Southland Equity Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $930K in Q2 2021.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.