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

BlueChip Wealth Advisors’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 		$314K Buy
+6,200
New +$312K 0.12% 135
2025
Q1 		– Sell
-13,305
Closed -$667K – 157
2024
Q4 		$667K Buy
13,305
+4,854
+57% +$245K 0.37% 56
2024
Q3 		$432K Buy
8,451
+1,353
+19% +$68.6K 0.23% 92
2024
Q2 		$356K Buy
+7,098
New +$355K 0.21% 94

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

BlueChip Wealth Advisors's VTEB Position: Q2 2026 in Review

BlueChip Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 6,200 shares worth $314K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in VTEB as recently as Q4 2024.

BlueChip Wealth Advisors first reported a position in VTEB in Q2 2024 and has held it in 4 quarters since. The position peaked at $667K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • BlueChip Wealth Advisors held 6,200 shares of Vanguard Tax-Exempt Bond Index Fund worth $314K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new BlueChip Wealth Advisors position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • BlueChip Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 4 quarters since.
  • BlueChip Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $667K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.