Burk Holdings’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Burk Holdings’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	$425K	Buy	8,402 +3,912	+87%	+$197K	0.16%	53
2026 Q1	$224K	Sell	4,490 -599	-12%	-$30.2K	0.1%	69
2025 Q4	$256K	Buy	5,089 +496	+11%	+$25K	0.12%	68
2025 Q3	$230K	Sell	4,593 -3,249	-41%	-$160K	0.12%	67
2025 Q2	$384K	Sell	7,842 -114	-1%	-$5.57K	0.24%	44
2025 Q1	$395K	Sell	7,956 -604	-7%	-$30.2K	0.3%	42
2024 Q4	$429K	Buy	+8,560	New	+$433K	0.35%	36

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

Burk Holdings's VTEB Position: Q2 2026 in Review

Burk Holdings increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 87% in Q2 2026, buying an estimated $197K and bringing the position to 8,402 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #53.

Burk Holdings first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Burk Holdings held 8,402 shares of Vanguard Tax-Exempt Bond Index Fund worth $425K as of Q2 2026.
Burk Holdings bought 3,912 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $197K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Burk Holdings's portfolio in Q2 2026, its #53 holding.
Burk Holdings first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Burk Holdings's Vanguard Tax-Exempt Bond Index Fund position peaked at $429K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.