Univest Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Univest Financial’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	$3.82M	Buy	75,502 +6,663	+10%	+$335K	0.19%	88
2026 Q1	$3.43M	Sell	68,839 -16,238	-19%	-$820K	0.19%	86
2025 Q4	$4.28M	Buy	85,077 +18,167	+27%	+$914K	0.23%	79
2025 Q3	$3.35M	Sell	66,910 -10,581	-14%	-$520K	0.19%	90
2025 Q2	$3.8M	Buy	77,491 +14,200	+22%	+$694K	0.23%	82
2025 Q1	$3.14M	Sell	63,291 -47,311	-43%	-$2.37M	0.21%	85
2024 Q4	$5.54M	Buy	110,602 +50,851	+85%	+$2.57M	0.35%	57
2024 Q3	$3.05M	Buy	+59,751	New	+$3.03M	0.2%	89

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

Univest Financial's VTEB Position: Q2 2026 in Review

Univest Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q2 2026, buying an estimated $335K and bringing the position to 75,502 shares worth $3.82M. The position accounts for 0.19% of the portfolio, ranked #88.

Univest Financial first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.54M in Q4 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Univest Financial held 75,502 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.82M as of Q2 2026.
Univest Financial bought 6,663 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $335K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Univest Financial's portfolio in Q2 2026, its #88 holding.
Univest Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
Univest Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.54M in Q4 2024.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.