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West Michigan Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

West Michigan 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
Q1 		$529K Sell
10,594
-2,207
-17% -$111K 0.12% 177
2025
Q4 		$644K Buy
12,801
+2,363
+23% +$119K 0.15% 138
2025
Q3 		$523K Buy
10,438
+51
+0.5% +$2.51K 0.13% 141
2025
Q2 		$509K Buy
10,387
+32
+0.3% +$1.56K 0.14% 111
2025
Q1 		$514K Sell
10,355
-1
-0% -$50 0.17% 101
2024
Q4 		$519K Sell
10,356
-2,612
-20% -$132K 0.16% 103
2024
Q3 		$663K Buy
12,968
+17
+0.1% +$862 0.2% 84
2024
Q2 		$649K Hold
12,951
– – 0.21% 79
2024
Q1 		$655K Sell
12,951
-99
-0.8% -$5.02K 0.21% 76
2023
Q4 		$666K Buy
13,050
+1,695
+15% +$83.1K 0.25% 63
2023
Q3 		$546K Sell
11,355
-204
-2% -$10.1K 0.29% 70
2023
Q2 		$580K Buy
11,559
+447
+4% +$22.5K 0.23% 96
2023
Q1 		$563K Sell
11,112
-156
-1% -$7.83K 0.32% 70
2022
Q4 		$558K Sell
11,268
-426
-4% -$20.8K 0.41% 53
2022
Q3 		$563K Sell
11,694
-370
-3% -$18.5K 0.49% 51
2022
Q2 		$602K Sell
12,064
-10,720
-47% -$537K 0.52% 49
2022
Q1 		$1.18M Sell
22,784
-1,461
-6% -$77.8K 0.79% 29
2021
Q4 		$1.33M Buy
+24,245
New +$1.33M 0.99% 19

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Michigan Advisors's VTEB Position: Q1 2026 in Review

West Michigan Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q1 2026, selling an estimated $111K and leaving 10,594 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #177.

West Michigan Advisors first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2021. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • West Michigan Advisors held 10,594 shares of Vanguard Tax-Exempt Bond Index Fund worth $529K as of Q1 2026.
  • West Michigan Advisors sold 2,207 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $111K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of West Michigan Advisors's portfolio in Q1 2026, its #177 holding.
  • West Michigan Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • West Michigan Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.33M in Q4 2021.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.