Burling Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Burling Wealth Partners’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	$1.32M	Sell	26,164 -2,230	-8%	-$112K	0.19%	88
2026 Q1	$1.42M	Buy	28,394 +10,820	+62%	+$546K	0.23%	83
2025 Q4	$884K	Buy	17,574 +4,635	+36%	+$233K	0.14%	101
2025 Q3	$648K	Sell	12,939 -200	-2%	-$9.83K	0.11%	115
2025 Q2	$644K	Buy	+13,139	New	+$642K	0.12%	115

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

Burling Wealth Partners's VTEB Position: Q2 2026 in Review

Burling Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.9% in Q2 2026, selling an estimated $112K and leaving 26,164 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #88.

Burling Wealth Partners first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Burling Wealth Partners held 26,164 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.32M as of Q2 2026.
Burling Wealth Partners sold 2,230 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $112K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Burling Wealth Partners's portfolio in Q2 2026, its #88 holding.
Burling Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
Burling Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.42M in Q1 2026.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.