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

Benchmark 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
2025 Q2	$4.48M	Sell	91,353 -6,037	-6%	-$295K	1.99%	14
2025 Q1	$4.83M	Sell	97,390 -762	-0.8%	-$38.1K	2.34%	13
2024 Q4	$4.92M	Sell	98,152 -971	-1%	-$49.1K	2.42%	12
2024 Q3	$5.07M	Buy	99,123 +14,964	+18%	+$758K	2.5%	12
2024 Q2	$4.22M	Sell	84,159 -1,217	-1%	-$60.9K	2.25%	12
2024 Q1	$4.32M	Buy	85,376 +19,492	+30%	+$988K	2.35%	13
2023 Q4	$3.36M	Sell	65,884 -3,713	-5%	-$182K	1.99%	13
2023 Q3	$3.35M	Sell	69,597 -23,174	-25%	-$1.15M	2.14%	14
2023 Q2	$4.66M	Buy	92,771 +4,153	+5%	+$209K	2.81%	11
2023 Q1	$4.5M	Buy	88,618 +17,187	+24%	+$863K	2.87%	10
2022 Q4	$3.54M	Buy	71,431 +36,800	+106%	+$1.8M	2.54%	11
2022 Q3	$1.67M	Buy	34,631 +19,086	+123%	+$954K	1.31%	13
2022 Q2	$776K	Buy	+15,545	New	+$779K	0.57%	18

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Benchmark Wealth Management's VTEB Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.2% in Q2 2025, selling an estimated $295K and leaving 91,353 shares worth $4.48M. The position accounts for 1.99% of the portfolio, ranked #14.

Benchmark Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.07M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Benchmark Wealth Management held 91,353 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.48M as of Q2 2025.
Benchmark Wealth Management sold 6,037 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $295K.
Vanguard Tax-Exempt Bond Index Fund made up 1.99% of Benchmark Wealth Management's portfolio in Q2 2025, its #14 holding.
Benchmark Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 13 quarters since.
Benchmark Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.07M in Q3 2024.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.