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Walkner Condon Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Walkner Condon Financial 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 		$476K Buy
9,410
+2
+0% +$101 0.05% 193
2026
Q1 		$469K Hold
9,408
– – 0.06% 183
2025
Q4 		$473K Sell
9,408
-200
-2% -$10.1K 0.07% 186
2025
Q3 		$481K Buy
9,608
+575
+6% +$28.3K 0.08% 175
2025
Q2 		$443K Buy
9,033
+2,235
+33% +$109K 0.08% 176
2025
Q1 		$337K Buy
6,798
+2,215
+48% +$111K 0.07% 192
2024
Q4 		$230K Buy
4,583
+595
+15% +$30.1K 0.05% 252
2024
Q3 		$204K Buy
+3,988
New +$202K 0.04% 261
2024
Q2 		– Sell
-3,988
Closed -$202K – 274
2024
Q1 		$202K Sell
3,988
-441
-10% -$22.4K 0.04% 262
2023
Q4 		$226K Buy
+4,429
New +$217K 0.05% 239
2022
Q4 		– Sell
-20,316
Closed -$978K – 235
2022
Q3 		$978K Sell
20,316
-308
-1% -$15.4K 0.32% 72
2022
Q2 		$1.03M Sell
20,624
-412
-2% -$20.7K 0.32% 69
2022
Q1 		$1.08M Sell
21,036
-8,605
-29% -$458K 0.31% 71
2021
Q4 		$1.63M Buy
29,641
+147
+0.5% +$8.05K 1.06% 27
2021
Q3 		$1.62M Sell
29,494
-100
-0.3% -$5.53K 0.8% 32
2021
Q2 		$1.64M Sell
29,594
-2,720
-8% -$150K 0.6% 39
2021
Q1 		$1.77M Buy
32,314
+3,489
+12% +$192K 0.69% 37
2020
Q4 		$1.59M Buy
28,825
+1,879
+7% +$103K 0.69% 36
2020
Q3 		$1.47M Buy
+26,946
New +$1.47M 0.79% 32

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

Walkner Condon Financial Advisors's VTEB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.02% in Q2 2026, buying an estimated $101 and bringing the position to 9,410 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #193.

Walkner Condon Financial Advisors first reported a position in VTEB in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Walkner Condon Financial Advisors held 9,410 shares of Vanguard Tax-Exempt Bond Index Fund worth $476K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 2 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $101.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 19 quarters since.
  • Walkner Condon Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.77M in Q1 2021.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.