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

Cranbrook 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 		$1.37M Buy
27,098
+338
+1% +$17K 0.26% 58
2026
Q1 		$1.34M Buy
26,760
+6,244
+30% +$315K 0.27% 55
2025
Q4 		$1.03M Buy
20,516
+156
+0.8% +$7.85K 0.2% 62
2025
Q3 		$1.02M Buy
20,360
+78
+0.4% +$3.83K 0.2% 60
2025
Q2 		$994K Sell
20,282
-244
-1% -$11.9K 0.21% 57
2025
Q1 		$1.02M Buy
20,526
+5,535
+37% +$277K 0.24% 54
2024
Q4 		$752K Buy
14,991
+4,881
+48% +$247K 0.17% 61
2024
Q3 		$517K Buy
10,110
+4,771
+89% +$242K 0.12% 77
2024
Q2 		$268K Buy
5,339
+1,360
+34% +$68K 0.07% 96
2024
Q1 		$201K Buy
3,979
+196
+5% +$9.94K 0.05% 93
2023
Q4 		$193K Buy
+3,783
New +$185K 0.05% 94
2022
Q4 		– Sell
-1,836
Closed -$88K – 318
2022
Q3 		$88K Hold
1,836
– – 0.02% 127
2022
Q2 		$92K Hold
1,836
– – 0.02% 129
2022
Q1 		$95K Hold
1,836
– – 0.02% 135
2021
Q4 		$101K Hold
1,836
– – 0.02% 132
2021
Q3 		$101K Hold
1,836
– – 0.02% 132
2021
Q2 		$102K Hold
1,836
– – 0.02% 132
2021
Q1 		$100K Hold
1,836
– – 0.02% 132
2020
Q4 		$101K Hold
1,836
– – 0.03% 123
2020
Q3 		$100K Buy
+1,836
New +$100K 0.03% 113

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cranbrook Wealth Management's VTEB Position: Q2 2026 in Review

Cranbrook Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, buying an estimated $17K and bringing the position to 27,098 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #58.

Cranbrook Wealth Management first reported a position in VTEB in Q3 2020 and has held it in 20 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cranbrook Wealth Management held 27,098 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.37M as of Q2 2026.
  • Cranbrook Wealth Management bought 338 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $17K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Cranbrook Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 20 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.