W Advisors LLC
VTEB icon

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

W Advisors LLC’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
Q3 		$1.53M Sell
32,295
-638
-2% -$31.5K 0.67% 33
2026
Q2 		$1.67M Buy
32,933
+8,587
+35% +$431K 0.76% 32
2026
Q1 		$1.21M Sell
24,346
-15
-0.1% -$757 0.62% 39
2025
Q4 		$1.23M Sell
24,361
-1,274
-5% -$64.1K 0.62% 40
2025
Q3 		$1.28M Buy
25,635
+495
+2% +$24.3K 0.68% 35
2025
Q2 		$1.23M Sell
25,140
-3,673
-13% -$179K 0.71% 36
2025
Q1 		$1.43M Buy
28,813
+1,310
+5% +$65.5K 0.9% 28
2024
Q4 		$1.38M Sell
27,503
-5,673
-17% -$287K 0.85% 26
2024
Q3 		$1.7M Sell
33,176
-2,854
-8% -$145K 1.04% 24
2024
Q2 		$1.81M Buy
36,030
+4,714
+15% +$236K 1.18% 19
2024
Q1 		$1.58M Sell
31,316
-4,954
-14% -$251K 1.09% 21
2023
Q4 		$1.85M Buy
36,270
+15,260
+73% +$748K 1.37% 16
2023
Q3 		$1.01M Buy
+21,010
New +$1.04M 0.83% 30

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

W Advisors LLC's VTEB Position: Q3 2026 in Review

W Advisors LLC reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.9% in Q3 2026, selling an estimated $31.5K and leaving 32,295 shares worth $1.53M. The position accounts for 0.67% of the portfolio, ranked #33.

W Advisors LLC first reported a position in VTEB in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2023. 1,237 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • W Advisors LLC held 32,295 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.53M as of Q3 2026.
  • W Advisors LLC sold 638 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $31.5K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.67% of W Advisors LLC's portfolio in Q3 2026, its #33 holding.
  • W Advisors LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 13 quarters since.
  • W Advisors LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.85M in Q4 2023.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.