Accredited Investor Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Accredited Investor 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	$1.08M	Buy	21,448 +903	+4%	+$45.4K	0.61%	13
2026 Q1	$1.02M	Sell	20,545 -102	-0.5%	-$5.15K	0.66%	14
2025 Q4	$1.04M	Hold	20,647	–	–	0.69%	13
2025 Q3	$1.03M	Buy	20,647 +1,328	+7%	+$65.3K	0.71%	13
2025 Q2	$947K	Sell	19,319 -34,345	-64%	-$1.68M	0.72%	13
2025 Q1	$2.66M	Buy	53,664 +21,348	+66%	+$1.07M	2.22%	6
2024 Q4	$1.62M	Buy	+32,316	New	+$1.63M	1.3%	10

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

Accredited Investor Services's VTEB Position: Q2 2026 in Review

Accredited Investor Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.4% in Q2 2026, buying an estimated $45.4K and bringing the position to 21,448 shares worth $1.08M. The position accounts for 0.61% of the portfolio, ranked #13.

Accredited Investor Services first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Accredited Investor Services held 21,448 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.08M as of Q2 2026.
Accredited Investor Services bought 903 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $45.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.61% of Accredited Investor Services's portfolio in Q2 2026, its #13 holding.
Accredited Investor Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Accredited Investor Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.66M in Q1 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.