Coston McIsaac & Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coston McIsaac & 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	$57K	Buy	1,135 +10	+0.9%	+$503	0.01%	323
2026 Q1	$56K	Buy	1,125 +6	+0.5%	+$303	0.01%	306
2025 Q4	$56K	Buy	1,119 +611	+120%	+$30.7K	0.01%	298
2025 Q3	$25K	Buy	508 +4	+0.8%	+$197	0.01%	409
2025 Q2	$24K	Buy	504 +4	+0.8%	+$195	0.01%	399
2025 Q1	$24K	Buy	500 +3	+0.6%	+$150	0.01%	373
2024 Q4	$24K	Buy	+497	New	+$25.1K	0.01%	372

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

Coston McIsaac & Partners's VTEB Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.89% in Q2 2026, buying an estimated $503 and bringing the position to 1,135 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #323.

Coston McIsaac & Partners first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Coston McIsaac & Partners held 1,135 shares of Vanguard Tax-Exempt Bond Index Fund worth $57K as of Q2 2026.
Coston McIsaac & Partners bought 10 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $503.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #323 holding.
Coston McIsaac & Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.