Creative Capital Management Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Creative Capital Management 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	$260K	Hold	5,133	–	–	0.06%	70
2026 Q1	$256K	Hold	5,133	–	–	0.07%	44
2025 Q4	$258K	Buy	5,133 +346	+7%	+$17.4K	0.08%	44
2025 Q3	$240K	Buy	4,787 +58	+1%	+$2.85K	0.08%	43
2025 Q2	$232K	Sell	4,729 -4,250	-47%	-$208K	0.08%	44
2025 Q1	$446K	Sell	8,979 -2,004	-18%	-$100K	0.17%	29
2024 Q4	$551K	Hold	10,983	–	–	0.23%	25
2024 Q3	$561K	Sell	10,983 -6,676	-38%	-$338K	0.23%	24
2024 Q2	$885K	Buy	17,659 +159	+0.9%	+$7.96K	0.43%	19
2024 Q1	$886K	Buy	17,500 +196	+1%	+$9.94K	0.46%	19
2023 Q4	$883K	Hold	17,304	–	–	0.51%	16
2023 Q3	$832K	Buy	17,304 +3,172	+22%	+$157K	0.57%	17
2023 Q2	$710K	Buy	14,132 +667	+5%	+$33.5K	0.51%	17
2023 Q1	$682K	Buy	13,465 +4,690	+53%	+$235K	0.5%	20
2022 Q4	$434K	Buy	+8,775	New	+$429K	0.38%	23

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

Creative Capital Management Investments's VTEB Position: Q2 2026 in Review

Creative Capital Management Investments held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,133 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #70.

Creative Capital Management Investments first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $886K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Creative Capital Management Investments held 5,133 shares of Vanguard Tax-Exempt Bond Index Fund worth $260K as of Q2 2026.
Creative Capital Management Investments left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #70 holding.
Creative Capital Management Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $886K in Q1 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.