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 Q2	$813K	Buy	16,283 +2,946	+22%	+$148K	0.42%	43
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 $1.81T 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

Conscious Wealth Investments's VTEB Position: Q2 2026 in Review

Conscious Wealth Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, buying an estimated $148K and bringing the position to 16,283 shares worth $813K. The position accounts for 0.42% of the portfolio, ranked #43.

Conscious Wealth Investments first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Conscious Wealth Investments held 16,283 shares of Vanguard Tax-Exempt Bond Index Fund worth $813K as of Q2 2026.
Conscious Wealth Investments bought 2,946 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $148K.
Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Conscious Wealth Investments's portfolio in Q2 2026, its #43 holding.
Conscious Wealth Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.25M in Q4 2023.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.