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Advus Financial Partners, LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Advus Financial Partners, LLC’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 		$1.46M Buy
28,889
+12,006
+71% +$603K 0.33% 62
2026
Q1 		$842K Buy
16,883
+1,198
+8% +$60.5K 0.21% 82
2025
Q4 		$789K Buy
15,685
+318
+2% +$16K 0.19% 82
2025
Q3 		$769K Sell
15,367
-128
-0.8% -$6.29K 0.18% 84
2025
Q2 		$760K Sell
15,495
-196
-1% -$9.57K 0.19% 82
2025
Q1 		$779K Sell
15,691
-129
-0.8% -$6.45K 0.22% 72
2024
Q4 		$793K Buy
15,820
+415
+3% +$21K 0.22% 62
2024
Q3 		$788K Buy
15,405
+94
+0.6% +$4.76K 0.22% 69
2024
Q2 		$767K Sell
15,311
-892
-6% -$44.6K 0.23% 64
2024
Q1 		$820K Sell
16,203
-3,596
-18% -$182K 0.25% 60
2023
Q4 		$1.01M Sell
19,799
-531
-3% -$26K 0.35% 47
2023
Q3 		$978K Buy
20,330
+489
+2% +$24.2K 0.38% 43
2023
Q2 		$996K Buy
19,841
+1,581
+9% +$79.4K 0.38% 44
2023
Q1 		$925K Sell
18,260
-13,896
-43% -$698K 0.38% 40
2022
Q4 		$1.59M Sell
32,156
-17,315
-35% -$847K 0.69% 29
2022
Q3 		$2.38M Sell
49,471
-3,673
-7% -$184K 1.27% 19
2022
Q2 		$2.65M Buy
53,144
+14,982
+39% +$751K 1.4% 16
2022
Q1 		$1.97M Buy
+38,162
New +$2.03M 1% 20
2021
Q3 		$1.83M Buy
+33,414
New +$1.85M 1.01% 21

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

Advus Financial Partners, LLC's VTEB Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 71% in Q2 2026, buying an estimated $603K and bringing the position to 28,889 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #62.

Advus Financial Partners, LLC first reported a position in VTEB in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q2 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Advus Financial Partners, LLC held 28,889 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.46M as of Q2 2026.
  • Advus Financial Partners, LLC bought 12,006 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $603K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.33% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #62 holding.
  • Advus Financial Partners, LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.65M in Q2 2022.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.