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

Brown 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 Q3	$5.63M	Buy	118,812 +6,517	+6%	+$321K	1.23%	21
2026 Q2	$5.68M	Sell	112,295 -14,572	-11%	-$732K	1.27%	21
2026 Q1	$6.33M	Buy	126,867 +1,482	+1%	+$74.8K	1.63%	16
2025 Q4	$6.31M	Buy	125,385 +4,849	+4%	+$244K	1.66%	13
2025 Q3	$6.04M	Sell	120,536 -3,751	-3%	-$184K	1.69%	16
2025 Q2	$6.09M	Buy	124,287 +55,493	+81%	+$2.71M	1.89%	15
2025 Q1	$3.41M	Sell	68,794 -20,495	-23%	-$1.03M	1.17%	20
2024 Q4	$4.48M	Buy	89,289 +14,561	+19%	+$736K	1.59%	18
2024 Q3	$3.82M	Buy	74,728 +7,120	+11%	+$361K	1.38%	17
2024 Q2	$3.39M	Sell	67,608 -376	-0.6%	-$18.8K	1.37%	18
2024 Q1	$3.44M	Sell	67,984 -4,750	-7%	-$241K	1.42%	19
2023 Q4	$3.71M	Sell	72,734 -9,446	-11%	-$463K	1.64%	18
2023 Q3	$3.95M	Sell	82,180 -71,358	-46%	-$3.53M	1.88%	18
2023 Q2	$7.71M	Buy	+153,538	New	+$7.71M	3.99%	5

Other funds holding VTEB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Brown Wealth Management's VTEB Position: Q3 2026 in Review

Brown Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.8% in Q3 2026, buying an estimated $321K and bringing the position to 118,812 shares worth $5.63M. The position accounts for 1.23% of the portfolio, ranked #21.

Brown Wealth Management first reported a position in VTEB in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.71M in Q2 2023. 1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Brown Wealth Management held 118,812 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.63M as of Q3 2026.
Brown Wealth Management bought 6,517 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $321K.
Vanguard Tax-Exempt Bond Index Fund made up 1.23% of Brown Wealth Management's portfolio in Q3 2026, its #21 holding.
Brown Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 14 quarters since.
Brown Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.71M in Q2 2023.
1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.