Axis Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Axis Wealth Partners’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	$383K	Buy	7,569 +1,743	+30%	+$87.6K	0.18%	123
2026 Q1	$291K	Buy	5,826 +939	+19%	+$47.4K	0.15%	140
2025 Q4	$246K	Buy	4,887 +54	+1%	+$2.72K	0.14%	147
2025 Q3	$242K	Buy	4,833 +41	+0.9%	+$2.02K	0.14%	144
2025 Q2	$235K	Sell	4,792 -321	-6%	-$15.7K	0.15%	134
2025 Q1	$254K	Buy	5,113 +26	+0.5%	+$1.3K	0.19%	126
2024 Q4	$255K	Buy	+5,087	New	+$257K	0.21%	119

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

Axis Wealth Partners's VTEB Position: Q2 2026 in Review

Axis Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q2 2026, buying an estimated $87.6K and bringing the position to 7,569 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #123.

Axis Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Axis Wealth Partners held 7,569 shares of Vanguard Tax-Exempt Bond Index Fund worth $383K as of Q2 2026.
Axis Wealth Partners bought 1,743 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $87.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Axis Wealth Partners's portfolio in Q2 2026, its #123 holding.
Axis Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.