United Advisor Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

United Advisor Group’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	$3.71M	Buy	73,355 +20,631	+39%	+$1.04M	0.39%	60
2026 Q1	$2.63M	Buy	52,724 +10,730	+26%	+$542K	0.32%	79
2025 Q4	$2.11M	Buy	41,994 +1,398	+3%	+$70.3K	0.26%	97
2025 Q3	$2.03M	Buy	40,596 +1,736	+4%	+$85.3K	0.27%	90
2025 Q2	$1.91M	Buy	38,860 +20,001	+106%	+$977K	0.33%	80
2025 Q1	$936K	Buy	18,859 +52	+0.3%	+$2.6K	0.19%	122
2024 Q4	$943K	Buy	18,807 +5,679	+43%	+$287K	0.19%	129
2024 Q3	$671K	Sell	13,128 -3,151	-19%	-$160K	0.15%	144
2024 Q2	$816K	Sell	16,279 -356	-2%	-$17.8K	0.25%	91
2024 Q1	$842K	Sell	16,635 -9,621	-37%	-$488K	0.32%	86
2023 Q4	$1.34M	Buy	+26,256	New	+$1.29M	1.61%	15

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

United Advisor Group's VTEB Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 39% in Q2 2026, buying an estimated $1.04M and bringing the position to 73,355 shares worth $3.71M. The position accounts for 0.39% of the portfolio, ranked #60.

United Advisor Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

United Advisor Group held 73,355 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.71M as of Q2 2026.
United Advisor Group bought 20,631 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.04M.
Vanguard Tax-Exempt Bond Index Fund made up 0.39% of United Advisor Group's portfolio in Q2 2026, its #60 holding.
United Advisor Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.