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 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 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

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

Cranbrook Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q1 2026, buying an estimated $315K and bringing the position to 26,760 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #55.

Cranbrook Wealth Management first reported a position in VTEB in Q3 2020 and has held it in 19 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Cranbrook Wealth Management held 26,760 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.34M as of Q1 2026.
Cranbrook Wealth Management bought 6,244 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $315K.
Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Cranbrook Wealth Management's portfolio in Q1 2026, its #55 holding.
Cranbrook Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 19 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.