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

World Investment 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 		$4.42M Sell
88,631
-231
-0.3% -$11.6K 0.07% 288
2026
Q1 		$4.43M Buy
88,862
+7,461
+9% +$377K 0.07% 290
2025
Q4 		$4.09M Buy
81,401
+16,562
+26% +$833K 0.07% 301
2025
Q3 		$3.25M Sell
64,839
-4,490
-6% -$221K 0.07% 300
2025
Q2 		$3.4M Buy
69,329
+39,964
+136% +$1.95M 0.08% 272
2025
Q1 		$1.46M Buy
29,365
+6,584
+29% +$329K 0.04% 413
2024
Q4 		$1.14M Sell
22,781
-2,740
-11% -$139K 0.03% 445
2024
Q3 		$1.3M Buy
25,521
+1,618
+7% +$82K 0.04% 376
2024
Q2 		$1.2M Buy
23,903
+13,021
+120% +$652K 0.07% 247
2024
Q1 		$551K Sell
10,882
-8,242
-43% -$418K 0.08% 203
2023
Q4 		$976K Sell
19,124
-9,204
-32% -$451K 0.13% 146
2023
Q3 		$1.36M Buy
28,328
+4,928
+21% +$244K 0.27% 73
2023
Q2 		$1.18M Buy
23,400
+2,444
+12% +$123K 0.23% 79
2023
Q1 		$1.06M Sell
20,956
-3,712
-15% -$186K 0.22% 78
2022
Q4 		$1.22M Sell
24,668
-3,899
-14% -$191K 0.28% 66
2022
Q3 		$1.38M Buy
28,567
+2,347
+9% +$117K 0.33% 51
2022
Q2 		$1.34M Buy
26,220
+10,776
+70% +$540K 0.28% 56
2022
Q1 		$796K Buy
15,444
+141
+0.9% +$7.5K 0.17% 103
2021
Q4 		$815K Sell
15,303
-9,859
-39% -$540K 0.17% 105
2021
Q3 		$1.38M Buy
25,162
+7,493
+42% +$414K 0.31% 57
2021
Q2 		$977K Buy
17,669
+2,524
+17% +$139K 0.22% 75
2021
Q1 		$832K Buy
15,145
+2,405
+19% +$132K 0.2% 84
2020
Q4 		$707K Buy
12,740
+5,601
+78% +$306K 0.18% 93
2020
Q3 		$389K Sell
7,139
-232
-3% -$12.7K 0.13% 101
2020
Q2 		$405K Sell
7,371
-893
-11% -$47.6K 0.14% 97
2020
Q1 		$437K Sell
8,264
-1,751
-17% -$93.8K 0.2% 75
2019
Q4 		$536K Sell
10,015
-105
-1% -$5.62K 0.21% 69
2019
Q3 		$543K Hold
10,120
– – 0.23% 60
2019
Q2 		$542K Hold
10,120
– – 0.24% 58
2019
Q1 		$528K Sell
10,120
-288
-3% -$14.8K 0.24% 56
2018
Q4 		$535K Buy
+10,408
New +$524K 0.24% 67

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

World Investment Advisors's VTEB Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.26% in Q2 2026, selling an estimated $11.6K and leaving 88,631 shares worth $4.42M. The position accounts for 0.07% of the portfolio, ranked #288.

World Investment Advisors first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.43M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • World Investment Advisors held 88,631 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.42M as of Q2 2026.
  • World Investment Advisors sold 231 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #288 holding.
  • World Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.43M in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.