VFP
VTEB icon

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

Verus Financial Partners’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 		$9.35M Buy
184,834
+871
+0.5% +$43.8K 0.8% 17
2026
Q1 		$9.25M Buy
183,963
+1,322
+0.7% +$66.8K 0.83% 17
2025
Q4 		$9.23M Buy
182,641
+1,763
+1% +$88.7K 0.85% 17
2025
Q3 		$9.06M Sell
180,878
-1,639
-0.9% -$80.6K 0.87% 16
2025
Q2 		$8.93M Sell
182,517
-80,112
-31% -$3.91M 0.91% 16
2025
Q1 		$12.8M Buy
262,629
+25,084
+11% +$1.25M 1.46% 14
2024
Q4 		$11.8M Buy
237,545
+7,792
+3% +$394K 1.33% 14
2024
Q3 		$11.7M Buy
229,753
+5,670
+3% +$287K 1.29% 15
2024
Q2 		$11.2M Sell
224,083
-1,352
-0.6% -$67.6K 1.31% 15
2024
Q1 		$11.4M Buy
225,435
+9,993
+5% +$507K 1.34% 15
2023
Q4 		$10.9M Sell
215,442
-30,467
-12% -$1.49M 1.34% 15
2023
Q3 		$11.8M Buy
245,909
+23,283
+10% +$1.15M 1.54% 15
2023
Q2 		$11.2M Buy
222,626
+7,740
+4% +$389K 1.42% 16
2023
Q1 		$10.8M Buy
214,886
+85,497
+66% +$4.29M 1.48% 15
2022
Q4 		$6.58M Buy
129,389
+16,657
+15% +$814K 0.91% 17
2022
Q3 		$5.46M Buy
112,732
+7,343
+7% +$367K 0.83% 15
2022
Q2 		$5.33M Buy
+105,389
New +$5.28M 0.76% 15

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

Verus Financial Partners's VTEB Position: Q2 2026 in Review

Verus Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.47% in Q2 2026, buying an estimated $43.8K and bringing the position to 184,834 shares worth $9.35M. The position accounts for 0.8% of the portfolio, ranked #17.

Verus Financial Partners first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Verus Financial Partners held 184,834 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.35M as of Q2 2026.
  • Verus Financial Partners bought 871 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $43.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.8% of Verus Financial Partners's portfolio in Q2 2026, its #17 holding.
  • Verus Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Verus Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.8M in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.