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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
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
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

Argonautica Private Wealth Management's VTEB Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q1 2026, selling an estimated $117K and leaving 9,129 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #136.

Argonautica Private Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. The position peaked at $776K in Q2 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Argonautica Private Wealth Management held 9,129 shares of Vanguard Tax-Exempt Bond Index Fund worth $455K as of Q1 2026.
  • Argonautica Private Wealth Management sold 2,317 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $117K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Argonautica Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • Argonautica Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $776K in Q2 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.