Access Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Access Financial Services’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	$1.71M	Buy	33,810 +7,070	+26%	+$355K	0.56%	30
2026 Q1	$1.33M	Buy	26,740 +3,640	+16%	+$184K	0.47%	40
2025 Q4	$1.16M	Buy	23,100 +990	+4%	+$49.8K	0.42%	44
2025 Q3	$1.11M	Sell	22,110 -4,840	-18%	-$238K	0.4%	46
2025 Q2	$1.32M	Buy	+26,950	New	+$1.32M	0.5%	42

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

Access Financial Services's VTEB Position: Q2 2026 in Review

Access Financial Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 26% in Q2 2026, buying an estimated $355K and bringing the position to 33,810 shares worth $1.71M. The position accounts for 0.56% of the portfolio, ranked #30.

Access Financial Services first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Access Financial Services held 33,810 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.71M as of Q2 2026.
Access Financial Services bought 7,070 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $355K.
Vanguard Tax-Exempt Bond Index Fund made up 0.56% of Access Financial Services's portfolio in Q2 2026, its #30 holding.
Access Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.