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Wealthspire Advisors (New York)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealthspire Advisors (New York)’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 		$33.5M Sell
661,660
-14,076
-2% -$707K 0.18% 85
2026
Q1 		$33.7M Sell
675,736
-11,723
-2% -$592K 0.26% 58
2025
Q4 		$34.6M Sell
687,459
-751,283
-52% -$37.8M 0.28% 57
2025
Q3 		$72M Sell
1,438,742
-244,928
-15% -$12M 0.38% 38
2025
Q2 		$82.6M Buy
1,683,670
+315,276
+23% +$15.4M 0.46% 32
2025
Q1 		$67.9M Buy
1,368,394
+663,517
+94% +$33.2M 0.41% 35
2024
Q4 		$35.3M Sell
704,877
-42,723
-6% -$2.16M 0.35% 46
2024
Q3 		$38.2M Buy
747,600
+109,850
+17% +$5.57M 0.39% 46
2024
Q2 		$32M Buy
637,750
+59,783
+10% +$2.99M 0.41% 36
2024
Q1 		$29.2M Sell
577,967
-27,850
-5% -$1.41M 0.39% 37
2023
Q4 		$30.9M Buy
605,817
+55,157
+10% +$2.7M 0.44% 37
2023
Q3 		$26.5M Buy
550,660
+9,969
+2% +$494K 0.44% 36
2023
Q2 		$27.2M Buy
540,691
+7,083
+1% +$356K 0.44% 38
2023
Q1 		$27M Sell
533,608
-29,164
-5% -$1.46M 0.46% 37
2022
Q4 		$27.9M Buy
562,772
+24,655
+5% +$1.21M 0.51% 34
2022
Q3 		$25.9M Sell
538,117
-83,539
-13% -$4.18M 0.54% 34
2022
Q2 		$31M Buy
621,656
+446,762
+255% +$22.4M 0.65% 29
2022
Q1 		$9.02M Buy
174,894
+12,145
+7% +$646K 0.2% 50
2021
Q4 		$8.94M Buy
162,749
+754
+0.5% +$41.3K 0.2% 53
2021
Q3 		$8.87M Sell
161,995
-245
-0.2% -$13.5K 0.18% 65
2021
Q2 		$8.97M Buy
162,240
+568
+0.4% +$31.3K 0.24% 52
2021
Q1 		$8.83M Buy
161,672
+1,264
+0.8% +$69.4K 0.21% 61
2020
Q4 		$8.85M Buy
160,408
+122,220
+320% +$6.67M 0.26% 53
2020
Q3 		$2.08M Sell
38,188
-1,350
-3% -$73.7K 0.12% 84
2020
Q2 		$2.14M Sell
39,538
-14,189
-26% -$756K 0.15% 64
2020
Q1 		$2.84M Buy
53,727
+16,522
+44% +$885K 0.12% 96
2019
Q4 		$1.99M Sell
37,205
-4,844
-12% -$259K 0.15% 42
2019
Q3 		$2.25M Sell
42,049
-787
-2% -$42.2K 0.18% 30
2019
Q2 		$2.27M Sell
42,836
-6,394
-13% -$336K 0.2% 24
2019
Q1 		$2.57M Sell
49,230
-9,162
-16% -$471K 0.24% 20
2018
Q4 		$2.98M Buy
+58,392
New +$2.94M 0.29% 20

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

Wealthspire Advisors (New York)'s VTEB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.1% in Q2 2026, selling an estimated $707K and leaving 661,660 shares worth $33.5M. The position accounts for 0.18% of the portfolio, ranked #85.

Wealthspire Advisors (New York) first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. The position peaked at $82.6M in Q2 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Wealthspire Advisors (New York) held 661,660 shares of Vanguard Tax-Exempt Bond Index Fund worth $33.5M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 14,076 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $707K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #85 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $82.6M in Q2 2025.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.