Conscious Wealth Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Conscious Wealth Investments’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	$670K	Buy	13,337 +6	+0%	+$303	0.37%	44
2025 Q4	$675K	Sell	13,331 -119	-0.9%	-$5.99K	0.41%	45
2025 Q3	$679K	Buy	13,450 +2,351	+21%	+$116K	0.4%	41
2025 Q2	$540K	Sell	11,099 -244	-2%	-$11.9K	0.35%	43
2025 Q1	$555K	Sell	11,343 -1,492	-12%	-$74.6K	0.39%	40
2024 Q4	$641K	Sell	12,835 -3,235	-20%	-$164K	0.43%	38
2024 Q3	$806K	Sell	16,070 -65	-0.4%	-$3.29K	0.55%	37
2024 Q2	$814K	Sell	16,135 -5,004	-24%	-$250K	0.59%	38
2024 Q1	$1.05M	Sell	21,139 -3,652	-15%	-$185K	0.8%	37
2023 Q4	$1.25M	Buy	+24,791	New	+$1.22M	1%	37

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

Conscious Wealth Investments's VTEB Position: Q1 2026 in Review

Conscious Wealth Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.05% in Q1 2026, buying an estimated $303 and bringing the position to 13,337 shares worth $670K. The position accounts for 0.37% of the portfolio, ranked #44.

Conscious Wealth Investments first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Conscious Wealth Investments held 13,337 shares of Vanguard Tax-Exempt Bond Index Fund worth $670K as of Q1 2026.
Conscious Wealth Investments bought 6 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $303.
Vanguard Tax-Exempt Bond Index Fund made up 0.37% of Conscious Wealth Investments's portfolio in Q1 2026, its #44 holding.
Conscious Wealth Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.25M in Q4 2023.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.