VisionPoint Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-6,601	Closed	-$329K	–	523
2026 Q1	$329K	Hold	6,601	–	–	0.06%	307
2025 Q4	$332K	Sell	6,601 -166	-2%	-$8.35K	0.06%	280
2025 Q3	$339K	Sell	6,767 -550	-8%	-$27K	0.07%	275
2025 Q2	$359K	Hold	7,317	–	–	0.08%	239
2025 Q1	$363K	Buy	+7,317	New	+$366K	0.12%	150
2023 Q3	–	Sell	-815	Closed	-$40.9K	–	834
2023 Q2	$40.9K	Buy	+815	New	+$40.9K	0.02%	229
2020 Q3	–	Sell	-5,397	Closed	-$295K	–	132
2020 Q2	$295K	Hold	5,397	–	–	0.12%	84
2020 Q1	$286K	Hold	5,397	–	–	0.13%	78
2019 Q4	$289K	Hold	5,397	–	–	0.12%	92
2019 Q3	$290K	Sell	5,397 -183	-3%	-$9.8K	0.08%	107
2019 Q2	$296K	Hold	5,580	–	–	0.09%	94
2019 Q1	$291K	Hold	5,580	–	–	0.08%	100
2018 Q4	$285K	Buy	+5,580	New	+$281K	0.09%	83

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

VisionPoint Advisory Group's VTEB Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 6,601 shares — an estimated $329K sold.

VisionPoint Advisory Group first reported a position in VTEB in Q4 2018 and held it in 13 quarters. The position peaked at $363K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

VisionPoint Advisory Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 6,601 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $329K.
VisionPoint Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 13 quarters.
VisionPoint Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $363K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.