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

Argonautica Private 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	$462K	Hold	9,129	–	–	0.11%	133
2026 Q1	$455K	Sell	9,129 -2,317	-20%	-$117K	0.14%	136
2025 Q4	$576K	Hold	11,446	–	–	0.17%	121
2025 Q3	$573K	Buy	11,446 +725	+7%	+$35.6K	0.17%	106
2025 Q2	$526K	Sell	10,721 -1,961	-15%	-$95.8K	0.17%	110
2025 Q1	$629K	Buy	12,682 +734	+6%	+$36.7K	0.22%	93
2024 Q4	$599K	Sell	11,948 -2,492	-17%	-$126K	0.19%	99
2024 Q3	$738K	Sell	14,440 -1,038	-7%	-$52.6K	0.24%	86
2024 Q2	$776K	Buy	15,478 +475	+3%	+$23.8K	0.27%	78
2024 Q1	$759K	Buy	15,003 +1,920	+15%	+$97.3K	0.27%	79
2023 Q4	$668K	Sell	13,083 -1,915	-13%	-$93.9K	0.27%	76
2023 Q3	$721K	Buy	+14,998	New	+$743K	0.32%	73

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

Argonautica Private Wealth Management's VTEB Position: Q2 2026 in Review

Argonautica Private Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 9,129 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #133.

Argonautica Private Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $776K in Q2 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Argonautica Private Wealth Management held 9,129 shares of Vanguard Tax-Exempt Bond Index Fund worth $462K as of Q2 2026.
Argonautica Private Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #133 holding.
Argonautica Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
Argonautica Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $776K in Q2 2024.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.