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

Bogart Wealth LLC’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 		$71.9K Buy
1,421
+50
+4% +$2.51K ﹤0.01% 463
2026
Q1 		$68.4K Sell
1,371
-501
-27% -$25.3K ﹤0.01% 437
2025
Q4 		$94.1K Buy
1,872
+927
+98% +$46.6K ﹤0.01% 347
2025
Q3 		$47.3K Buy
945
+279
+42% +$13.7K ﹤0.01% 470
2025
Q2 		$32.7K Hold
666
– – ﹤0.01% 532
2025
Q1 		$33K Buy
666
+88
+15% +$4.4K ﹤0.01% 483
2024
Q4 		$29K Hold
578
– – ﹤0.01% 503
2024
Q3 		$29.5K Buy
578
+559
+2,942% +$28.3K ﹤0.01% 490
2024
Q2 		$952 Hold
19
– – ﹤0.01% 1007
2024
Q1 		$961 Hold
19
– – ﹤0.01% 969
2023
Q4 		$970 Sell
19
-458
-96% -$22.5K ﹤0.01% 960
2023
Q3 		$23K Buy
477
+3
+0.6% +$149 ﹤0.01% 457
2023
Q2 		$23.8K Buy
474
+22
+5% +$1.1K ﹤0.01% 434
2023
Q1 		$22.9K Buy
452
+2
+0.4% +$100 ﹤0.01% 435
2022
Q4 		$22.3K Buy
450
+4
+0.9% +$196 ﹤0.01% 419
2022
Q3 		$21K Buy
446
+2
+0.5% +$100 ﹤0.01% 425
2022
Q2 		$22K Buy
444
+2
+0.5% +$100 ﹤0.01% 405
2022
Q1 		$23K Buy
442
+1
+0.2% +$53 ﹤0.01% 367
2021
Q4 		$24K Buy
441
+3
+0.7% +$164 ﹤0.01% 348
2021
Q3 		$24K Buy
438
+41
+10% +$2.27K ﹤0.01% 337
2021
Q2 		$22K Buy
397
+1
+0.3% +$55 ﹤0.01% 334
2021
Q1 		$22K Sell
396
-6,677
-94% -$367K ﹤0.01% 314
2020
Q4 		$390K Hold
7,073
– – 0.07% 107
2020
Q3 		$385K Buy
7,073
+7,070
+235,667% +$386K 0.09% 108
2020
Q2 		$0 Buy
+3
New +$160 ﹤0.01% 474

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

Bogart Wealth LLC's VTEB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, buying an estimated $2.51K and bringing the position to 1,421 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Bogart Wealth LLC first reported a position in VTEB in Q2 2020 and has held it in 25 quarters since. The position peaked at $390K in Q4 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Bogart Wealth LLC held 1,421 shares of Vanguard Tax-Exempt Bond Index Fund worth $71.9K as of Q2 2026.
  • Bogart Wealth LLC bought 50 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.51K.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #463 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 25 quarters since.
  • Bogart Wealth LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $390K in Q4 2020.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.