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

Visionary Wealth 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
Q1 		$6.8M Buy
136,372
+18,903
+16% +$954K 0.3% 90
2025
Q4 		$5.91M Buy
117,469
+37,579
+47% +$1.89M 0.27% 97
2025
Q3 		$4M Buy
79,890
+22,352
+39% +$1.1M 0.19% 121
2025
Q2 		$2.82M Sell
57,538
-2,551
-4% -$125K 0.14% 161
2025
Q1 		$2.98M Buy
60,089
+1,820
+3% +$91.1K 0.18% 136
2024
Q4 		$2.92M Buy
58,269
+293
+0.5% +$14.8K 0.17% 137
2024
Q3 		$2.96M Sell
57,976
-8,065
-12% -$409K 0.18% 128
2024
Q2 		$3.31M Sell
66,041
-16,107
-20% -$806K 0.22% 114
2024
Q1 		$4.16M Buy
82,148
+10,082
+14% +$511K 0.28% 95
2023
Q4 		$3.68M Buy
72,066
+4,287
+6% +$210K 0.27% 106
2023
Q3 		$3.26M Buy
67,779
+11,175
+20% +$554K 0.26% 102
2023
Q2 		$2.84M Sell
56,604
-36,702
-39% -$1.84M 0.23% 111
2023
Q1 		$4.73M Buy
93,306
+43,772
+88% +$2.2M 0.4% 71
2022
Q4 		$2.45M Sell
49,534
-10,818
-18% -$529K 0.23% 102
2022
Q3 		$2.9M Buy
60,352
+1,038
+2% +$51.9K 0.3% 89
2022
Q2 		$2.96M Sell
59,314
-64,205
-52% -$3.22M 0.27% 98
2022
Q1 		$6.37M Buy
123,519
+57,947
+88% +$3.08M 0.51% 47
2021
Q4 		$3.6M Buy
65,572
+991
+2% +$54.3K 0.3% 87
2021
Q3 		$3.54M Buy
64,581
+17,132
+36% +$947K 0.36% 77
2021
Q2 		$2.62M Buy
47,449
+8,905
+23% +$491K 0.26% 91
2021
Q1 		$2.11M Buy
38,544
+8,518
+28% +$468K 0.22% 107
2020
Q4 		$1.66M Buy
30,026
+2,165
+8% +$118K 0.19% 108
2020
Q3 		$1.52M Buy
27,861
+2,785
+11% +$152K 0.21% 99
2020
Q2 		$1.36M Buy
+25,076
New +$1.34M 0.21% 105

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

Visionary Wealth Advisors's VTEB Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q1 2026, buying an estimated $954K and bringing the position to 136,372 shares worth $6.8M. The position accounts for 0.3% of the portfolio, ranked #90.

Visionary Wealth Advisors first reported a position in VTEB in Q2 2020 and has held it in 24 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Visionary Wealth Advisors held 136,372 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.8M as of Q1 2026.
  • Visionary Wealth Advisors bought 18,903 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $954K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Visionary Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 24 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.