VestGen Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

VestGen Advisors’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	$2.84M	Buy	56,075 +1,948	+4%	+$97.9K	0.08%	237
2026 Q1	$2.71M	Sell	54,127 -406	-0.7%	-$20.5K	0.07%	239
2025 Q4	$2.74M	Buy	54,533 +8,539	+19%	+$430K	0.12%	182
2025 Q3	$2.3M	Buy	45,994 +598	+1%	+$29.4K	0.08%	231
2025 Q2	$2.23M	Sell	45,396 -830	-2%	-$40.5K	0.09%	205
2025 Q1	$2.29M	Buy	+46,226	New	+$2.31M	0.1%	173

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

VestGen Advisors's VTEB Position: Q2 2026 in Review

VestGen Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, buying an estimated $97.9K and bringing the position to 56,075 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #237.

VestGen Advisors first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

VestGen Advisors held 56,075 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.84M as of Q2 2026.
VestGen Advisors bought 1,948 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $97.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of VestGen Advisors's portfolio in Q2 2026, its #237 holding.
VestGen Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.