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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Univest Financial's VTEB Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q1 2026, selling an estimated $820K and leaving 68,839 shares worth $3.43M. The position accounts for 0.19% of the portfolio, ranked #86.

Univest Financial first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.54M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Univest Financial held 68,839 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.43M as of Q1 2026.
  • Univest Financial sold 16,238 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $820K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Univest Financial's portfolio in Q1 2026, its #86 holding.
  • Univest Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.54M in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.