Alvarez & Marsal Private Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$69.4M	Sell	1,371,433 -57,085	-4%	-$2.87M	9.14%	5
2026 Q1	$71.3M	Buy	+1,428,518	New	+$72.1M	10.01%	2

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

Alvarez & Marsal Private Wealth Partners's VTEB Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4% in Q2 2026, selling an estimated $2.87M and leaving 1,371,433 shares worth $69.4M. The position accounts for 9.14% of the portfolio, ranked #5.

Alvarez & Marsal Private Wealth Partners first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $71.3M in Q1 2026. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 1,371,433 shares of Vanguard Tax-Exempt Bond Index Fund worth $69.4M as of Q2 2026.
Alvarez & Marsal Private Wealth Partners sold 57,085 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.87M.
Vanguard Tax-Exempt Bond Index Fund made up 9.14% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #5 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
Alvarez & Marsal Private Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $71.3M in Q1 2026.
1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.