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

Cherry Tree 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 Q2	$7.75M	Buy	153,195 +8,281	+6%	+$416K	1.46%	21
2026 Q1	$7.23M	Sell	144,914 -377	-0.3%	-$19K	1.53%	20
2025 Q4	$7.31M	Buy	145,291 +27,579	+23%	+$1.39M	1.54%	20
2025 Q3	$5.89M	Buy	117,712 +4,937	+4%	+$243K	1.29%	23
2025 Q2	$5.53M	Buy	112,775 +31,728	+39%	+$1.55M	1.29%	24
2025 Q1	$4.02M	Buy	81,047 +995	+1%	+$49.8K	0.97%	32
2024 Q4	$4.01M	Buy	80,052 +4,311	+6%	+$218K	0.99%	29
2024 Q3	$3.87M	Buy	75,741 +426	+0.6%	+$21.6K	0.92%	30
2024 Q2	$3.77M	Buy	75,315 +13,515	+22%	+$676K	0.95%	30
2024 Q1	$3.13M	Buy	61,800 +9,497	+18%	+$481K	0.79%	33
2023 Q4	$2.67M	Buy	52,303 +4,718	+10%	+$231K	0.71%	34
2023 Q3	$2.29M	Buy	47,585 +14,463	+44%	+$716K	0.67%	34
2023 Q2	$1.66M	Buy	+33,122	New	+$1.66M	0.48%	37

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

Cherry Tree Wealth Management's VTEB Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.7% in Q2 2026, buying an estimated $416K and bringing the position to 153,195 shares worth $7.75M. The position accounts for 1.46% of the portfolio, ranked #21.

Cherry Tree Wealth Management first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cherry Tree Wealth Management held 153,195 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.75M as of Q2 2026.
Cherry Tree Wealth Management bought 8,281 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $416K.
Vanguard Tax-Exempt Bond Index Fund made up 1.46% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #21 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.