55 North Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

55 North Private Wealth’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	–	Sell	-7,277	Closed	-$363K	–	326
2026 Q1	$363K	Sell	7,277 -556	-7%	-$28.1K	0.09%	110
2025 Q4	$394K	Buy	+7,833	New	+$394K	0.1%	98

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

55 North Private Wealth's VTEB Position: Q2 2026 in Review

55 North Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 7,277 shares — an estimated $363K sold.

55 North Private Wealth first reported a position in VTEB in Q4 2025 and held it in 2 quarters. The position peaked at $394K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

55 North Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 7,277 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $363K.
55 North Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $394K in Q4 2025.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.