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

Stratos 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
2025
Q2 		– Sell
-6,059
Closed -$301K – 717
2025
Q1 		$301K Sell
6,059
-70,690
-92% -$3.54M 0.02% 552
2024
Q4 		$3.85M Buy
76,749
+1,759
+2% +$88.9K 0.18% 126
2024
Q3 		$3.83M Sell
74,990
-2,872
-4% -$146K 0.18% 128
2024
Q2 		$3.9M Sell
77,862
-1,404
-2% -$70.3K 0.19% 119
2024
Q1 		$4.01M Sell
79,266
-3,225
-4% -$163K 0.24% 101
2023
Q4 		$4.21M Buy
82,491
+24,289
+42% +$1.19M 0.24% 122
2023
Q3 		$2.8M Buy
58,202
+25,511
+78% +$1.26M 0.18% 147
2023
Q2 		$1.64M Sell
32,691
-6,106
-16% -$307K 0.12% 226
2023
Q1 		$1.97M Buy
38,797
+4,789
+14% +$240K 0.15% 188
2022
Q4 		$1.68M Sell
34,008
-1,213
-3% -$59.3K 0.14% 201
2022
Q3 		$1.7M Sell
35,221
-26,855
-43% -$1.34M 0.18% 164
2022
Q2 		$3.1M Sell
62,076
-1,224
-2% -$61.4K 0.28% 94
2022
Q1 		$3.26M Buy
63,300
+53,618
+554% +$2.85M 0.26% 102
2021
Q4 		$532K Buy
9,682
+1,646
+20% +$90.2K 0.04% 384
2021
Q3 		$440K Sell
8,036
-1,959
-20% -$108K 0.04% 387
2021
Q2 		$553K Sell
9,995
-745
-7% -$41K 0.05% 343
2021
Q1 		$587K Buy
10,740
+3,493
+48% +$192K 0.06% 290
2020
Q4 		$400K Buy
7,247
+992
+16% +$54.2K 0.06% 276
2020
Q3 		$341K Buy
+6,255
New +$341K 0.08% 232

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stratos Wealth Advisors's VTEB Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 6,059 shares — an estimated $301K sold.

Stratos Wealth Advisors first reported a position in VTEB in Q3 2020 and held it in 19 quarters. The position peaked at $4.21M in Q4 2023. 1,211 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,059 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $301K.
  • Stratos Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 19 quarters.
  • Stratos Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.21M in Q4 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.