Bridgewealth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bridgewealth Advisory Group’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	$245K	Sell	4,914 -200	-4%	-$10.1K	0.05%	108
2025 Q4	$257K	Buy	5,114 +200	+4%	+$10.1K	0.06%	105
2025 Q3	$246K	Hold	4,914	–	–	0.06%	102
2025 Q2	$241K	Buy	+4,914	New	+$240K	0.06%	97
2025 Q1	–	Sell	-4,914	Closed	-$246K	–	112
2024 Q4	$246K	Sell	4,914 -401	-8%	-$20.3K	0.07%	88
2024 Q3	$272K	Hold	5,315	–	–	0.1%	65
2024 Q2	$266K	Hold	5,315	–	–	0.12%	58
2024 Q1	$269K	Hold	5,315	–	–	0.13%	58
2023 Q4	$271K	Hold	5,315	–	–	0.21%	57
2023 Q3	$256K	Hold	5,315	–	–	0.31%	48
2023 Q2	$267K	Hold	5,315	–	–	0.43%	40
2023 Q1	$269K	Hold	5,315	–	–	0.5%	41
2022 Q4	$263K	Buy	+5,315	New	+$260K	0.52%	40

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewealth Advisory Group's VTEB Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.9% in Q1 2026, selling an estimated $10.1K and leaving 4,914 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #108.

Bridgewealth Advisory Group first reported a position in VTEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $272K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Bridgewealth Advisory Group held 4,914 shares of Vanguard Tax-Exempt Bond Index Fund worth $245K as of Q1 2026.
Bridgewealth Advisory Group sold 200 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $10.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #108 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $272K in Q3 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.