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

Alaethes 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 		– Sell
-124,295
Closed -$6.2M – 131
2026
Q1 		$6.2M Sell
124,295
-1,839
-1% -$92.9K 1.77% 12
2025
Q4 		$6.34M Sell
126,134
-13,136
-9% -$661K 1.79% 12
2025
Q3 		$6.97M Buy
139,270
+2,991
+2% +$147K 1.98% 12
2025
Q2 		$6.68M Buy
136,279
+4,085
+3% +$200K 2% 10
2025
Q1 		$6.56M Buy
132,194
+11,712
+10% +$586K 2.4% 8
2024
Q4 		$6.04M Sell
120,482
-6,872
-5% -$347K 2.16% 10
2024
Q3 		$6.51M Buy
127,354
+9,582
+8% +$486K 2.4% 8
2024
Q2 		$5.9M Buy
117,772
+22,058
+23% +$1.1M 2.44% 7
2024
Q1 		$4.84M Buy
95,714
+11,597
+14% +$588K 2.12% 9
2023
Q4 		$4.29M Buy
84,117
+921
+1% +$45.2K 2.03% 8
2023
Q3 		$4M Buy
83,196
+22,705
+38% +$1.12M 2.19% 8
2023
Q2 		$3.04M Buy
60,491
+6,152
+11% +$309K 1.67% 8
2023
Q1 		$2.75M Buy
54,339
+38,616
+246% +$1.94M 1.61% 8
2022
Q4 		$778K Sell
15,723
-8,610
-35% -$421K 0.53% 78
2022
Q3 		$1.17M Sell
24,333
-138
-0.6% -$6.9K 0.86% 40
2022
Q2 		$1.22M Sell
24,471
-5,523
-18% -$277K 0.91% 36
2022
Q1 		$1.55M Buy
29,994
+1,136
+4% +$60.5K 0.98% 27
2021
Q4 		$1.58M Sell
28,858
-405
-1% -$22.2K 1% 27
2021
Q3 		$1.6M Buy
29,263
+1,069
+4% +$59.1K 1.17% 21
2021
Q2 		$1.56M Buy
28,194
+4,425
+19% +$244K 1.2% 21
2021
Q1 		$1.3M Buy
+23,769
New +$1.31M 1.2% 22

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

Alaethes Wealth's VTEB Position: Q2 2026 in Review

Alaethes Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 124,295 shares — an estimated $6.2M sold.

Alaethes Wealth first reported a position in VTEB in Q1 2021 and held it in 21 quarters. The position peaked at $6.97M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Alaethes Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Alaethes Wealth sold 124,295 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.2M.
  • Alaethes Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 21 quarters.
  • Alaethes Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.97M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.