1900 Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

1900 Wealth Management’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	$4.3M	Sell	85,066 -20,562	-19%	-$1.03M	0.24%	58
2026 Q1	$5.27M	Buy	105,628 +3,267	+3%	+$165K	0.34%	48
2025 Q4	$5.15M	Buy	102,361 +2,626	+3%	+$132K	0.33%	46
2025 Q3	$4.99M	Sell	99,735 -127,555	-56%	-$6.27M	0.34%	46
2025 Q2	$11.1M	Buy	227,290 +26,397	+13%	+$1.29M	0.84%	16
2025 Q1	$9.97M	Buy	200,893 +12,613	+7%	+$631K	0.83%	16
2024 Q4	$9.44M	Buy	188,280 +3,044	+2%	+$154K	0.79%	19
2024 Q3	$9.47M	Buy	185,236 +1,438	+0.8%	+$72.9K	0.81%	18
2024 Q2	$9.21M	Buy	183,798 +9,039	+5%	+$452K	0.86%	17
2024 Q1	$8.84M	Buy	174,759 +41,013	+31%	+$2.08M	0.81%	23
2023 Q4	$6.83M	Buy	+133,746	New	+$6.56M	0.63%	38

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1900 Wealth Management's VTEB Position: Q2 2026 in Review

1900 Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, selling an estimated $1.03M and leaving 85,066 shares worth $4.3M. The position accounts for 0.24% of the portfolio, ranked #58.

1900 Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q2 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

1900 Wealth Management held 85,066 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.3M as of Q2 2026.
1900 Wealth Management sold 20,562 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.03M.
Vanguard Tax-Exempt Bond Index Fund made up 0.24% of 1900 Wealth Management's portfolio in Q2 2026, its #58 holding.
1900 Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
1900 Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.1M in Q2 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.