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

Wescott Financial 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	$202K	Buy	+3,988	New	+$200K	0.02%	195

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

Wescott Financial Advisory Group's VTEB Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 3,988 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings.

1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wescott Financial Advisory Group held 3,988 shares of Vanguard Tax-Exempt Bond Index Fund worth $202K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Wescott Financial Advisory Group position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #195 holding.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.