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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Advisor Group's VTEB Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 26% in Q1 2026, buying an estimated $542K and bringing the position to 52,724 shares worth $2.63M. The position accounts for 0.32% of the portfolio, ranked #79.

United Advisor Group first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

United Advisor Group held 52,724 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.63M as of Q1 2026.
United Advisor Group bought 10,730 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $542K.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of United Advisor Group's portfolio in Q1 2026, its #79 holding.
United Advisor Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.