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

Act 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
2026 Q3	$2.45M	Buy	51,786 +1,696	+3%	+$83.6K	0.72%	16
2026 Q2	$2.53M	Buy	50,090 +1,302	+3%	+$65.4K	0.74%	15
2026 Q1	$2.43M	Buy	48,788 +4,700	+11%	+$237K	0.82%	16
2025 Q4	$2.22M	Buy	44,088 +10,000	+29%	+$503K	0.73%	16
2025 Q3	$1.71M	Buy	34,088 +5,000	+17%	+$246K	0.6%	16
2025 Q2	$1.43M	Sell	29,088 -412	-1%	-$20.1K	0.6%	18
2025 Q1	$1.46M	Buy	29,500 +20,000	+211%	+$1M	0.66%	16
2024 Q4	$476K	Hold	9,500	–	–	0.22%	25
2024 Q3	$486K	Buy	+9,500	New	+$481K	0.22%	25
2024 Q1	–	Sell	-4,100	Closed	-$209K	–	50
2023 Q4	$209K	Buy	+4,100	New	+$201K	0.11%	38
2023 Q3	–	Sell	-4,400	Closed	-$221K	–	46
2023 Q2	$221K	Hold	4,400	–	–	0.12%	37
2023 Q1	$223K	Buy	+4,400	New	+$221K	0.13%	37

Other funds holding VTEB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Act Wealth Management's VTEB Position: Q3 2026 in Review

Act Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.4% in Q3 2026, buying an estimated $83.6K and bringing the position to 51,786 shares worth $2.45M. The position accounts for 0.72% of the portfolio, ranked #16.

Act Wealth Management first reported a position in VTEB in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.53M in Q2 2026. 1,119 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Act Wealth Management held 51,786 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.45M as of Q3 2026.
Act Wealth Management bought 1,696 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $83.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.72% of Act Wealth Management's portfolio in Q3 2026, its #16 holding.
Act Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 12 quarters since.
Act Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.53M in Q2 2026.
1,119 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.