Bridge Generations Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bridge Generations Wealth Management’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 Q1	–	Sell	-41	Closed	-$2.06K	–	115
2025 Q4	$2.06K	Hold	41	–	–	﹤0.01%	70
2025 Q3	$2.05K	Hold	41	–	–	﹤0.01%	74
2025 Q2	$2.01K	Hold	41	–	–	﹤0.01%	67
2025 Q1	$2.04K	Sell	41 -23	-36%	-$1.15K	﹤0.01%	86
2024 Q4	$3.21K	Buy	+64	New	+$3.24K	﹤0.01%	58

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bridge Generations Wealth Management's VTEB Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 41 shares — an estimated $2.06K sold.

Bridge Generations Wealth Management first reported a position in VTEB in Q4 2024 and held it in 5 quarters. The position peaked at $3.21K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 41 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.06K.
Bridge Generations Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.21K in Q4 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.