WA
VTEB icon

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
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 $1.56T 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

Westfuller Advisors's VTEB Position: Q1 2026 in Review

Westfuller Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.56% in Q1 2026, buying an estimated $1.92K and bringing the position to 6,805 shares worth $340K. The position accounts for 0.15% of the portfolio, ranked #101.

Westfuller Advisors first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Westfuller Advisors held 6,805 shares of Vanguard Tax-Exempt Bond Index Fund worth $340K as of Q1 2026.
  • Westfuller Advisors bought 38 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.92K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Westfuller Advisors's portfolio in Q1 2026, its #101 holding.
  • Westfuller Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Westfuller Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $358K in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.