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

BIP Wealth’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 		$35.6M Buy
+704,661
New +$35.4M 1.01% 15
2026
Q1 		– Sell
-636,346
Closed -$32M – 487
2025
Q4 		$32M Buy
636,346
+69,800
+12% +$3.51M 1.13% 13
2025
Q3 		$28.4M Buy
+566,546
New +$27.8M 1.4% 12

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

BIP Wealth's VTEB Position: Q2 2026 in Review

BIP Wealth opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 704,661 shares worth $35.6M. The stake represents 1.01% of the portfolio and ranks #15 among its holdings. This is a return to the name: BIP Wealth previously reported a position in VTEB as recently as Q4 2025.

BIP Wealth first reported a position in VTEB in Q3 2025 and has held it in 3 quarters since. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • BIP Wealth held 704,661 shares of Vanguard Tax-Exempt Bond Index Fund worth $35.6M as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new BIP Wealth position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.01% of BIP Wealth's portfolio in Q2 2026, its #15 holding.
  • BIP Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.