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

Acima 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 		$2.76M Buy
54,499
+2,051
+4% +$103K 0.8% 26
2026
Q1 		$2.62M Buy
52,448
+994
+2% +$50.2K 0.82% 26
2025
Q4 		$2.59M Hold
51,454
– – 0.8% 26
2025
Q3 		$2.58M Buy
51,454
+1,024
+2% +$50.3K 0.81% 27
2025
Q2 		$2.47M Buy
50,430
+513
+1% +$25.1K 0.84% 27
2025
Q1 		$2.48M Sell
49,917
-3,218
-6% -$161K 0.89% 27
2024
Q4 		$2.66M Buy
53,135
+7,374
+16% +$373K 0.9% 26
2024
Q3 		$2.34M Buy
45,761
+5,023
+12% +$255K 0.78% 33
2024
Q2 		$2.04M Hold
40,738
– – 0.75% 29
2024
Q1 		$2.06M Buy
40,738
+2,169
+6% +$110K 0.76% 30
2023
Q4 		$1.97M Buy
38,569
+4,364
+13% +$214K 0.77% 30
2023
Q3 		$1.65M Hold
34,205
– – 0.73% 34
2023
Q2 		$1.72M Buy
34,205
+1,080
+3% +$54.3K 0.82% 33
2023
Q1 		$1.68M Buy
33,125
+11,347
+52% +$570K 0.82% 34
2022
Q4 		$1.08M Buy
21,778
+20,229
+1,306% +$989K 0.55% 47
2022
Q3 		$74.6K Hold
1,549
– – 0.04% 145
2022
Q2 		$77.3K Hold
1,549
– – 0.04% 147
2022
Q1 		$80K Hold
1,549
– – 0.04% 152
2021
Q4 		$85K Hold
1,549
– – 0.04% 154
2021
Q3 		$85K Hold
1,549
– – 0.04% 149
2021
Q2 		$86K Hold
1,549
– – 0.04% 147
2021
Q1 		$85K Hold
1,549
– – 0.04% 147
2020
Q4 		$85K Sell
1,549
-643
-29% -$35.1K 0.04% 144
2020
Q3 		$119K Hold
2,192
– – 0.07% 130
2020
Q2 		$119K Buy
+2,192
New +$117K 0.08% 138

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acima Private Wealth's VTEB Position: Q2 2026 in Review

Acima Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.9% in Q2 2026, buying an estimated $103K and bringing the position to 54,499 shares worth $2.76M. The position accounts for 0.8% of the portfolio, ranked #26.

Acima Private Wealth first reported a position in VTEB in Q2 2020 and has held it in 25 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Acima Private Wealth held 54,499 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.76M as of Q2 2026.
  • Acima Private Wealth bought 2,051 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $103K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.8% of Acima Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Acima Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 25 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.