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VTEBVTEB
Showing 8 of 23 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in VANGUARD TAX-EXEMPT BOND ETF

Sequoia Financial Advisors, LLC holds 2.1M shares of VTEB (VANGUARD TAX-EXEMPT BOND ETF), worth $104.9M as of 2026-Q2. The position was increased (+12.3% shares). VTEB represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$104.9M

Current Shares

2.1M

Total Value Change

+$26.9M

Total Shares Change

+548,584

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+12.3%
$104.9M0.5%$50.29
47
2026-Q1
Increased
1.8M
+8.3%
$92.1M0.5%$49.19
46
2025-Q4
Increased
1.7M
+4.8%
$85.8M0.5%$49.30
37
2025-Q3
Decreased
1.6M
-0.1%
$81.4M0.5%$48.54
0
2025-Q2
Increased
1.6M
+1.1%
$79.9M0.5%$47.13
42
2025-Q1
Increased
1.6M
+4.9%
$80M0.6%$47.30
44
2024-Q4
Increased
1.5M
+0.8%
$77M0.7%$47.53
42
2024-Q3
Increased
1.5M
+0.0%
$77.9M0.8%$47.97
42

Other major holders of VTEB: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO

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