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

Cornerstone 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
Q1 		$3.35M Buy
67,066
+1,106
+2% +$55.8K 0.17% 129
2025
Q4 		$3.32M Sell
65,960
-1,989
-3% -$100K 0.17% 129
2025
Q3 		$3.4M Buy
67,949
+1,053
+2% +$51.8K 0.19% 115
2025
Q2 		$3.28M Sell
66,896
-335
-0.5% -$16.4K 0.2% 108
2025
Q1 		$3.34M Buy
67,231
+1,189
+2% +$59.5K 0.23% 102
2024
Q4 		$3.31M Buy
66,042
+5,969
+10% +$302K 0.22% 100
2024
Q3 		$3.07M Sell
60,073
-1,518
-2% -$76.9K 0.22% 99
2024
Q2 		$3.09M Buy
61,591
+2,572
+4% +$129K 0.24% 98
2024
Q1 		$2.99M Buy
59,019
+3,239
+6% +$164K 0.24% 94
2023
Q4 		$2.85M Sell
55,780
-9,736
-15% -$477K 0.24% 98
2023
Q3 		$3.15M Sell
65,516
-4,058
-6% -$201K 0.3% 81
2023
Q2 		$3.49M Buy
69,574
+7,193
+12% +$361K 0.31% 72
2023
Q1 		$3.16M Buy
+62,381
New +$3.13M 0.31% 72
2022
Q3 		$3.43M Buy
71,213
+24,258
+52% +$1.21M 0.38% 57
2022
Q2 		$2.34M Buy
46,955
+6,597
+16% +$331K 0.26% 81
2022
Q1 		$2.08M Sell
40,358
-15,698
-28% -$836K 0.2% 102
2021
Q4 		$3.08M Buy
56,056
+305
+0.5% +$16.7K 0.29% 81
2021
Q3 		$3.05M Buy
55,751
+5,338
+11% +$295K 0.32% 72
2021
Q2 		$2.79M Buy
50,413
+5,830
+13% +$321K 0.29% 76
2021
Q1 		$2.44M Buy
44,583
+4,398
+11% +$242K 0.29% 77
2020
Q4 		$2.22M Buy
40,185
+9,412
+31% +$514K 0.28% 76
2020
Q3 		$1.68M Buy
30,773
+9,881
+47% +$539K 0.25% 79
2020
Q2 		$1.13M Buy
20,892
+1,238
+6% +$66K 0.18% 114
2020
Q1 		$1.04M Buy
19,654
+3,436
+21% +$184K 0.2% 98
2019
Q4 		$868K Buy
16,218
+1,101
+7% +$58.9K 0.14% 142
2019
Q3 		$811K Sell
15,117
-161
-1% -$8.62K 0.14% 145
2019
Q2 		$811K Buy
15,278
+841
+6% +$44.2K 0.15% 149
2019
Q1 		$523K Sell
14,437
-3,291
-19% -$169K 0.06% 272
2018
Q4 		$904K Sell
17,728
-725,814
-98% -$36.6M 0.19% 108
2018
Q3 		$14.4M Sell
743,542
-227,901
-23% -$11.6M 0.18% 126
2018
Q2 		$19.1M Buy
971,443
+957,450
+6,842% +$48.6M 0.22% 108
2018
Q1 		$712K Sell
13,993
-980
-7% -$49.9K 0.14% 148
2017
Q4 		$770K Buy
14,973
+580
+4% +$30K 0.14% 143
2017
Q3 		$742K Buy
14,393
+319
+2% +$16.5K 0.15% 135
2017
Q2 		$720K Buy
14,074
+4,727
+51% +$242K 0.16% 135
2017
Q1 		$476K Buy
9,347
+2,593
+38% +$131K 0.12% 176
2016
Q4 		$339K Buy
+6,754
New +$343K 0.11% 181

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Management's VTEB Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 67,066 shares worth $3.35M. The position accounts for 0.17% of the portfolio, ranked #129.

Cornerstone Wealth Management first reported a position in VTEB in Q4 2016 and has held it in 37 quarters since. The position peaked at $19.1M in Q2 2018. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Cornerstone Wealth Management held 67,066 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.35M as of Q1 2026.
  • Cornerstone Wealth Management bought 1,106 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $55.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Cornerstone Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 37 quarters since.
  • Cornerstone Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $19.1M in Q2 2018.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.