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

BCS 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	$220K	Hold	4,344	–	–	0.04%	260
2026 Q1	$217K	Sell	4,344 -4,344	-50%	-$219K	0.04%	244
2025 Q4	$437K	Buy	8,688 +340	+4%	+$17.1K	0.04%	237
2025 Q3	$418K	Sell	8,348 -8,065	-49%	-$396K	0.09%	166
2025 Q2	$805K	Buy	16,413 +8,065	+97%	+$394K	0.17%	115
2025 Q1	$414K	Hold	8,348	–	–	0.11%	162
2024 Q4	$418K	Buy	+8,348	New	+$422K	0.1%	170
2024 Q2	–	Sell	-8,348	Closed	-$422K	–	231
2024 Q1	$422K	Buy	8,348 +883	+12%	+$44.8K	0.14%	154
2023 Q4	$381K	Buy	7,465 +1,256	+20%	+$61.6K	0.14%	142
2023 Q3	$299K	Buy	+6,209	New	+$308K	0.12%	147
2023 Q2	–	Sell	-19,713	Closed	-$999K	–	174
2023 Q1	$999K	Buy	19,713 +8,626	+78%	+$433K	0.45%	56
2022 Q4	$549K	Buy	+11,087	New	+$542K	0.23%	98
2022 Q1	–	Sell	-7,342	Closed	-$403K	–	211
2021 Q4	$403K	Buy	+7,342	New	+$402K	0.14%	126

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

BCS Wealth Management's VTEB Position: Q2 2026 in Review

BCS Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,344 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #260.

BCS Wealth Management first reported a position in VTEB in Q4 2021 and has held it in 13 quarters since. The position peaked at $999K in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

BCS Wealth Management held 4,344 shares of Vanguard Tax-Exempt Bond Index Fund worth $220K as of Q2 2026.
BCS Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #260 holding.
BCS Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 13 quarters since.
BCS Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $999K in Q1 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.