Sowell Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sowell Financial Services’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	$279K	Buy	5,508 +983	+22%	+$49.4K	0.01%	907
2026 Q1	$226K	Buy	4,525 +154	+4%	+$7.78K	0.01%	970
2025 Q4	$220K	Buy	+4,371	New	+$220K	0.01%	982
2025 Q3	–	Sell	-4,310	Closed	-$211K	–	1136
2025 Q2	$211K	Buy	+4,310	New	+$211K	0.01%	945
2024 Q4	–	Sell	-33,211	Closed	-$1.7M	–	612
2024 Q3	$1.7M	Sell	33,211 -80	-0.2%	-$4.05K	0.08%	264
2024 Q2	$1.67M	Sell	33,291 -909	-3%	-$45.5K	0.08%	256
2024 Q1	$1.73M	Buy	34,200 +566	+2%	+$28.7K	0.08%	255
2023 Q4	$1.72M	Buy	33,634 +5,529	+20%	+$271K	0.09%	237
2023 Q3	$1.35M	Buy	28,105 +3,227	+13%	+$160K	0.08%	257
2023 Q2	$1.25M	Buy	+24,878	New	+$1.25M	0.07%	315
2021 Q2	–	Sell	-85	Closed	-$5K	–	2696
2021 Q1	$5K	Buy	+85	New	+$4.67K	﹤0.01%	2622
2020 Q1	–	Sell	-36,890	Closed	-$1.98M	–	2710
2019 Q4	$1.98M	Buy	+36,890	New	+$1.97M	0.15%	144

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

Sowell Financial Services's VTEB Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, buying an estimated $49.4K and bringing the position to 5,508 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #907.

Sowell Financial Services first reported a position in VTEB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.98M in Q4 2019. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Sowell Financial Services held 5,508 shares of Vanguard Tax-Exempt Bond Index Fund worth $279K as of Q2 2026.
Sowell Financial Services bought 983 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $49.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #907 holding.
Sowell Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 12 quarters since.
Sowell Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.98M in Q4 2019.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.