SSA Swiss Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SSA Swiss 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	$1.7M	Sell	33,592 -2,880	-8%	-$145K	0.64%	53
2026 Q1	$1.82M	Buy	36,472 +2,574	+8%	+$130K	0.84%	50
2025 Q4	$1.7M	Sell	33,898 -1,379	-4%	-$69.4K	0.79%	49
2025 Q3	$1.77M	Buy	35,277 +507	+1%	+$24.9K	0.82%	47
2025 Q2	$1.69M	Sell	34,770 -482	-1%	-$23.5K	0.81%	50
2025 Q1	$1.75M	Buy	+35,252	New	+$1.76M	0.9%	47

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

SSA Swiss Advisors's VTEB Position: Q2 2026 in Review

SSA Swiss Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.9% in Q2 2026, selling an estimated $145K and leaving 33,592 shares worth $1.7M. The position accounts for 0.64% of the portfolio, ranked #53.

SSA Swiss Advisors first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

SSA Swiss Advisors held 33,592 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.7M as of Q2 2026.
SSA Swiss Advisors sold 2,880 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $145K.
Vanguard Tax-Exempt Bond Index Fund made up 0.64% of SSA Swiss Advisors's portfolio in Q2 2026, its #53 holding.
SSA Swiss Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.82M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.