Braun-Bostich & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Braun-Bostich & Associates’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	$206K	Sell	4,069 -2,314	-36%	-$116K	0.11%	132
2026 Q1	$318K	Buy	+6,383	New	+$322K	0.2%	84
2025 Q3	–	Sell	-4,487	Closed	-$220K	–	129
2025 Q2	$220K	Sell	4,487 -6,099	-58%	-$298K	0.15%	108
2025 Q1	$525K	Sell	10,586 -3,271	-24%	-$164K	0.39%	57
2024 Q4	$695K	Sell	13,857 -109	-0.8%	-$5.51K	0.5%	44
2024 Q3	$714K	Buy	13,966 +1,183	+9%	+$60K	0.5%	42
2024 Q2	$641K	Buy	12,783 +8,032	+169%	+$402K	0.48%	42
2024 Q1	$240K	Buy	+4,751	New	+$241K	0.2%	110

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

Braun-Bostich & Associates's VTEB Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 36% in Q2 2026, selling an estimated $116K and leaving 4,069 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #132.

Braun-Bostich & Associates first reported a position in VTEB in Q1 2024 and has held it in 8 quarters since. The position peaked at $714K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Braun-Bostich & Associates held 4,069 shares of Vanguard Tax-Exempt Bond Index Fund worth $206K as of Q2 2026.
Braun-Bostich & Associates sold 2,314 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $116K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Braun-Bostich & Associates's portfolio in Q2 2026, its #132 holding.
Braun-Bostich & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 8 quarters since.
Braun-Bostich & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $714K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.