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

Beaird Harris 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 		$44.3M Sell
875,617
-18,582
-2% -$934K 2.77% 12
2026
Q1 		$44.6M Sell
894,199
-4,054
-0.5% -$205K 3.03% 12
2025
Q4 		$45.2M Sell
898,253
-28,030
-3% -$1.41M 3.11% 11
2025
Q3 		$46.4M Buy
926,283
+58,693
+7% +$2.88M 3.29% 9
2025
Q2 		$42.5M Sell
867,590
-8,473
-1% -$414K 3.29% 10
2025
Q1 		$43.5M Buy
876,063
+13,800
+2% +$690K 3.69% 9
2024
Q4 		$43.2M Sell
862,263
-87,236
-9% -$4.41M 3.73% 8
2024
Q3 		$48.5M Buy
949,499
+56,472
+6% +$2.86M 4.24% 6
2024
Q2 		$44.7M Buy
893,027
+6,615
+0.7% +$331K 4.21% 5
2024
Q1 		$44.9M Buy
886,412
+63,062
+8% +$3.2M 4.37% 6
2023
Q4 		$42M Sell
823,350
-129,164
-14% -$6.33M 4.41% 6
2023
Q3 		$45.8M Sell
952,514
-54,062
-5% -$2.68M 5.48% 5
2023
Q2 		$50.6M Buy
1,006,576
+996,536
+9,926% +$50.1M 6.05% 5
2023
Q1 		$509K Buy
10,040
+7,322
+269% +$368K 0.09% 56
2022
Q4 		$135K Buy
2,718
+1,370
+102% +$67K 0.03% 114
2022
Q3 		$65K Sell
1,348
-94
-7% -$4.7K 0.01% 144
2022
Q2 		$72K Sell
1,442
-151
-9% -$7.57K 0.02% 116
2022
Q1 		$82K Sell
1,593
-8,854
-85% -$471K 0.03% 152
2021
Q4 		$574K Buy
+10,447
New +$572K 0.21% 62

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaird Harris Wealth Management's VTEB Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.1% in Q2 2026, selling an estimated $934K and leaving 875,617 shares worth $44.3M. The position accounts for 2.77% of the portfolio, ranked #12.

Beaird Harris Wealth Management first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.6M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Beaird Harris Wealth Management held 875,617 shares of Vanguard Tax-Exempt Bond Index Fund worth $44.3M as of Q2 2026.
  • Beaird Harris Wealth Management sold 18,582 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $934K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.77% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $50.6M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.