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 Q2	$8.86M	Buy	175,254 +29,594	+20%	+$1.49M	0.08%	256
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 $1.81T 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

Benjamin Edwards Inc's VTEB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q2 2026, buying an estimated $1.49M and bringing the position to 175,254 shares worth $8.86M. The position accounts for 0.08% of the portfolio, ranked #256.

Benjamin Edwards Inc first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Benjamin Edwards Inc held 175,254 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.86M as of Q2 2026.
Benjamin Edwards Inc bought 29,594 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.49M.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Benjamin Edwards Inc's portfolio in Q2 2026, its #256 holding.
Benjamin Edwards Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.