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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axis Wealth Partners's VTEB Position: Q1 2026 in Review

Axis Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q1 2026, buying an estimated $47.4K and bringing the position to 5,826 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #140.

Axis Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Axis Wealth Partners held 5,826 shares of Vanguard Tax-Exempt Bond Index Fund worth $291K as of Q1 2026.
Axis Wealth Partners bought 939 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $47.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Axis Wealth Partners's portfolio in Q1 2026, its #140 holding.
Axis Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.