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

Apex 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 Q2	$850K	Buy	16,799 +10,789	+180%	+$542K	0.52%	41
2026 Q1	$300K	Buy	6,010 +32	+0.5%	+$1.62K	0.21%	53
2025 Q4	$302K	Sell	5,978 -1,733	-22%	-$87.2K	0.31%	43
2025 Q3	$386K	Buy	7,711 +1,225	+19%	+$60.2K	0.28%	43
2025 Q2	$318K	Buy	+6,486	New	+$317K	0.26%	44
2025 Q1	–	Sell	-63,427	Closed	-$3.18M	–	51
2024 Q4	$3.18M	Buy	+63,427	New	+$3.21M	2.74%	12

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

Apex Wealth Management's VTEB Position: Q2 2026 in Review

Apex Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 180% in Q2 2026, buying an estimated $542K and bringing the position to 16,799 shares worth $850K. The position accounts for 0.52% of the portfolio, ranked #41.

Apex Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Apex Wealth Management held 16,799 shares of Vanguard Tax-Exempt Bond Index Fund worth $850K as of Q2 2026.
Apex Wealth Management bought 10,789 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $542K.
Vanguard Tax-Exempt Bond Index Fund made up 0.52% of Apex Wealth Management's portfolio in Q2 2026, its #41 holding.
Apex Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Apex Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.18M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.