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

Beacon Bridge 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	$270K	Sell	5,332 -223	-4%	-$11.2K	0.08%	97
2026 Q1	$277K	Hold	5,555	–	–	0.09%	89
2025 Q4	$279K	Sell	5,555 -1,317	-19%	-$66.3K	0.09%	87
2025 Q3	$344K	Hold	6,872	–	–	0.12%	74
2025 Q2	$337K	Sell	6,872 -24,952	-78%	-$1.22M	0.13%	71
2025 Q1	$1.58M	Hold	31,824	–	–	0.67%	39
2024 Q4	$1.6M	Buy	31,824 +356	+1%	+$18K	0.68%	40
2024 Q3	$1.61M	Buy	31,468 +4,964	+19%	+$252K	0.69%	37
2024 Q2	$1.33M	Sell	26,504 -13,666	-34%	-$684K	0.61%	42
2024 Q1	$2.03M	Sell	40,170 -5,372	-12%	-$272K	0.96%	31
2023 Q4	$2.32M	Sell	45,542 -2,108	-4%	-$103K	1.16%	24
2023 Q3	$2.29M	Buy	47,650 +1,852	+4%	+$91.7K	1.21%	25
2023 Q2	$2.3M	Buy	45,798 +18,405	+67%	+$925K	1.18%	22
2023 Q1	$1.39M	Buy	27,393 +21,473	+363%	+$1.08M	0.83%	24
2022 Q4	$293K	Buy	+5,920	New	+$289K	0.21%	63

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

Beacon Bridge Wealth Partners's VTEB Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4% in Q2 2026, selling an estimated $11.2K and leaving 5,332 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #97.

Beacon Bridge Wealth Partners first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Beacon Bridge Wealth Partners held 5,332 shares of Vanguard Tax-Exempt Bond Index Fund worth $270K as of Q2 2026.
Beacon Bridge Wealth Partners sold 223 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #97 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.32M in Q4 2023.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.