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

Westfuller 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 		$337K Sell
6,653
-152
-2% -$7.64K 0.12% 103
2026
Q1 		$340K Buy
6,805
+38
+0.6% +$1.92K 0.15% 101
2025
Q4 		$340K Buy
6,767
+76
+1% +$3.82K 0.14% 106
2025
Q3 		$335K Sell
6,691
-546
-8% -$26.8K 0.15% 110
2025
Q2 		$355K Buy
7,237
+60
+0.8% +$2.93K 0.2% 83
2025
Q1 		$356K Buy
7,177
+38
+0.5% +$1.9K 0.24% 69
2024
Q4 		$358K Buy
+7,139
New +$361K 0.23% 70

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

Westfuller Advisors's VTEB Position: Q2 2026 in Review

Westfuller Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.2% in Q2 2026, selling an estimated $7.64K and leaving 6,653 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #103.

Westfuller Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Westfuller Advisors held 6,653 shares of Vanguard Tax-Exempt Bond Index Fund worth $337K as of Q2 2026.
  • Westfuller Advisors sold 152 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $7.64K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Westfuller Advisors's portfolio in Q2 2026, its #103 holding.
  • Westfuller Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Westfuller Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $358K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.