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 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 $1.56T 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

Beacon Bridge Wealth Partners's VTEB Position: Q1 2026 in Review

Beacon Bridge Wealth Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 5,555 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #89.

Beacon Bridge Wealth Partners first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.32M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Beacon Bridge Wealth Partners held 5,555 shares of Vanguard Tax-Exempt Bond Index Fund worth $277K as of Q1 2026.
Beacon Bridge Wealth Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #89 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.32M in Q4 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.