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

Accredited 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
2025 Q3	$535K	Buy	78,255 +68,045	+666%	+$3.34M	0.4%	44
2025 Q2	$501K	Sell	10,210 -80	-0.8%	-$3.91K	0.41%	40
2025 Q1	$511K	Buy	10,290 +2,201	+27%	+$110K	0.43%	32
2024 Q4	$405K	Buy	+8,089	New	+$409K	0.35%	45

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Accredited Wealth Management's VTEB Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 666% in Q3 2025, buying an estimated $3.34M and bringing the position to 78,255 shares worth $535K. The position accounts for 0.4% of the portfolio, ranked #44.

Accredited Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 4 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Accredited Wealth Management held 78,255 shares of Vanguard Tax-Exempt Bond Index Fund worth $535K as of Q3 2025.
Accredited Wealth Management bought 68,045 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $3.34M.
Vanguard Tax-Exempt Bond Index Fund made up 0.4% of Accredited Wealth Management's portfolio in Q3 2025, its #44 holding.
Accredited Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 4 quarters since.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.