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

Atlantic Edge 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	$6.32K	Hold	125	–	–	﹤0.01%	476
2026 Q1	$6.24K	Hold	125	–	–	﹤0.01%	450
2025 Q4	$6.29K	Hold	125	–	–	﹤0.01%	433
2025 Q3	$6.26K	Hold	125	–	–	﹤0.01%	418
2025 Q2	$6.13K	Hold	125	–	–	﹤0.01%	407
2025 Q1	$6.2K	Hold	125	–	–	﹤0.01%	388
2024 Q4	$6.27K	Hold	125	–	–	﹤0.01%	373
2024 Q3	$6.39K	Sell	125 -200	-62%	-$10.1K	﹤0.01%	373
2024 Q2	$16.3K	Sell	325 -150	-32%	-$7.5K	0.01%	272
2024 Q1	$24K	Hold	475	–	–	0.01%	238
2023 Q4	$24.2K	Buy	+475	New	+$23.3K	0.01%	225

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

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

Atlantic Edge Private Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 125 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Atlantic Edge Private Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.2K in Q4 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Atlantic Edge Private Wealth Management held 125 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.32K as of Q2 2026.
Atlantic Edge 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 ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #476 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $24.2K in Q4 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.