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

Winthrop 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 		$10.3M Sell
203,184
-1,470
-0.7% -$73.9K 0.69% 26
2026
Q1 		$10.2M Buy
204,654
+10,650
+5% +$538K 0.83% 23
2025
Q4 		$9.76M Sell
194,004
-16,022
-8% -$806K 0.83% 20
2025
Q3 		$10.5M Buy
210,026
+4,448
+2% +$219K 0.92% 19
2025
Q2 		$10.1M Buy
205,578
+22,384
+12% +$1.09M 0.97% 19
2025
Q1 		$9.09M Buy
183,194
+163,216
+817% +$8.17M 1.09% 19
2024
Q4 		$9.98M Sell
19,978
-142,748
-88% -$7.22M 1.2% 18
2024
Q3 		$8.32M Buy
162,726
+3,051
+2% +$155K 1.03% 18
2024
Q2 		$8M Buy
159,675
+3,070
+2% +$154K 1.09% 17
2024
Q1 		$7.92M Sell
156,605
-5,527
-3% -$280K 1.15% 17
2023
Q4 		$8.28M Sell
162,132
-1,193,083
-88% -$58.5M 1.29% 17
2023
Q3 		$65.2M Buy
1,355,215
+11,762
+0.9% +$583K 10.7% 1
2023
Q2 		$67.5M Buy
1,343,453
+1,216,410
+957% +$61.1M 10.82% 1
2023
Q1 		$64.3M Sell
127,043
-1,128,511
-90% -$56.6M 11.36% 1
2022
Q4 		$62.1M Buy
1,255,554
+140,208
+13% +$6.85M 11.78% 1
2022
Q3 		$53.7M Buy
+1,115,346
New +$55.8M 11.5% 1
2022
Q2 		– Sell
-14,770
Closed -$761K – 146
2022
Q1 		$761K Buy
14,770
+91
+0.6% +$4.84K 0.16% 51
2021
Q4 		$806K Buy
+14,679
New +$804K 0.16% 50

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

Winthrop Advisory Group's VTEB Position: Q2 2026 in Review

Winthrop Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.72% in Q2 2026, selling an estimated $73.9K and leaving 203,184 shares worth $10.3M. The position accounts for 0.69% of the portfolio, ranked #26.

Winthrop Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $67.5M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Winthrop Advisory Group held 203,184 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.3M as of Q2 2026.
  • Winthrop Advisory Group sold 1,470 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $73.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.69% of Winthrop Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Winthrop Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Winthrop Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $67.5M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.