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

Apollon 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
Q1 		$2.1M Sell
41,999
-19,123
-31% -$966K 0.03% 370
2025
Q4 		$3.07M Sell
61,122
-6,790
-10% -$342K 0.05% 291
2025
Q3 		$3.4M Sell
67,912
-7,556
-10% -$371K 0.06% 266
2025
Q2 		$3.7M Sell
75,468
-21,594
-22% -$1.05M 0.07% 233
2025
Q1 		$4.82M Sell
97,062
-3,178
-3% -$159K 0.11% 175
2024
Q4 		$5.03M Sell
100,240
-2,429
-2% -$123K 0.12% 159
2024
Q3 		$5.25M Buy
102,669
+1,366
+1% +$69.2K 0.15% 122
2024
Q2 		$5.08M Sell
101,303
-9,486
-9% -$475K 0.15% 118
2024
Q1 		$5.61M Sell
110,789
-57,922
-34% -$2.94M 0.18% 106
2023
Q4 		$8.61M Sell
168,711
-3,701
-2% -$181K 0.3% 64
2023
Q3 		$8.29M Buy
172,412
+12,140
+8% +$601K 0.42% 49
2023
Q2 		$8.05M Buy
160,272
+16,404
+11% +$824K 0.39% 51
2023
Q1 		$7.29M Buy
143,868
+22,413
+18% +$1.13M 0.45% 42
2022
Q4 		$6.01M Buy
121,455
+575
+0.5% +$28.1K 0.43% 42
2022
Q3 		$5.82M Sell
120,880
-5,786
-5% -$289K 0.48% 37
2022
Q2 		$6.32M Buy
126,666
+57,283
+83% +$2.87M 0.53% 32
2022
Q1 		$3.58M Buy
69,383
+8,065
+13% +$429K 0.25% 81
2021
Q4 		$3.37M Buy
61,318
+16,995
+38% +$931K 0.25% 84
2021
Q3 		$2.43M Buy
44,323
+15,939
+56% +$881K 0.33% 61
2021
Q2 		$1.57M Sell
28,384
-2,737
-9% -$151K 0.28% 66
2021
Q1 		$1.7M Buy
31,121
+22,684
+269% +$1.25M 0.33% 61
2020
Q4 		$466K Sell
8,437
-18,871
-69% -$1.03M 0.13% 123
2020
Q3 		$1.49M Buy
27,308
+1,880
+7% +$103K 0.67% 29
2020
Q2 		$1.38M Buy
25,428
+1,653
+7% +$88.1K 0.76% 26
2020
Q1 		$1.26M Buy
23,775
+1,785
+8% +$95.6K 1.29% 22
2019
Q4 		$1.19M Buy
21,990
+842
+4% +$45.1K 1.05% 24
2019
Q3 		$1.13M Buy
21,148
+17,915
+554% +$960K 1.19% 20
2019
Q2 		$172K Buy
+3,233
New +$170K 0.2% 49

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apollon Wealth Management's VTEB Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 31% in Q1 2026, selling an estimated $966K and leaving 41,999 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #370.

Apollon Wealth Management first reported a position in VTEB in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.61M in Q4 2023. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Apollon Wealth Management held 41,999 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.1M as of Q1 2026.
  • Apollon Wealth Management sold 19,123 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $966K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Apollon Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 28 quarters since.
  • Apollon Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.61M in Q4 2023.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.