Benjamin Edwards Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Benjamin Edwards Inc’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	$7.27M	Buy	145,660 +27,595	+23%	+$1.39M	0.07%	261
2025 Q4	$5.94M	Buy	118,065 +5,398	+5%	+$272K	0.07%	278
2025 Q3	$5.64M	Buy	112,667 +12,075	+12%	+$593K	0.06%	282
2025 Q2	$4.93M	Buy	100,592 +10,141	+11%	+$495K	0.06%	282
2025 Q1	$4.49M	Buy	90,451 +135	+0.1%	+$6.75K	0.06%	276
2024 Q4	$4.53M	Buy	90,316 +11,780	+15%	+$596K	0.06%	272
2024 Q3	$4.01M	Buy	+78,536	New	+$3.98M	0.06%	299

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

Benjamin Edwards Inc's VTEB Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q1 2026, buying an estimated $1.39M and bringing the position to 145,660 shares worth $7.27M. The position accounts for 0.07% of the portfolio, ranked #261.

Benjamin Edwards Inc first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Benjamin Edwards Inc held 145,660 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.27M as of Q1 2026.
Benjamin Edwards Inc bought 27,595 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.39M.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Benjamin Edwards Inc's portfolio in Q1 2026, its #261 holding.
Benjamin Edwards Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.