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

Sunesis 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 		$2.41M Sell
47,568
-1,031
-2% -$51.8K 0.99% 17
2026
Q1 		$2.42M Sell
48,599
-1,847
-4% -$93.3K 1.1% 15
2025
Q4 		$2.54M Sell
50,446
-932
-2% -$46.9K 1.15% 15
2025
Q3 		$2.57M Buy
+51,378
New +$2.53M 1.2% 14
2025
Q1 		$2.57M Sell
51,727
-201
-0.4% -$10.1K 1.39% 12
2024
Q4 		$2.6M Sell
51,928
-70
-0.1% -$3.54K 1.58% 10
2024
Q3 		$2.66M Hold
51,998
– – 1.6% 11
2024
Q2 		$2.61M Hold
51,998
– – 1.55% 15
2024
Q1 		$2.63M Hold
51,998
– – 1.54% 15
2023
Q4 		$2.65M Buy
+51,998
New +$2.55M 1.62% 13

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

Sunesis Advisors's VTEB Position: Q2 2026 in Review

Sunesis Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.1% in Q2 2026, selling an estimated $51.8K and leaving 47,568 shares worth $2.41M. The position accounts for 0.99% of the portfolio, ranked #17.

Sunesis Advisors first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sunesis Advisors held 47,568 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.41M as of Q2 2026.
  • Sunesis Advisors sold 1,031 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $51.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.99% of Sunesis Advisors's portfolio in Q2 2026, its #17 holding.
  • Sunesis Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Sunesis Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.66M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.