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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
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
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

Creative Capital Management Investments's VTEB Position: Q1 2026 in Review

Creative Capital Management Investments held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 5,133 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #44.

Creative Capital Management Investments first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $886K in Q1 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Creative Capital Management Investments held 5,133 shares of Vanguard Tax-Exempt Bond Index Fund worth $256K as of Q1 2026.
  • Creative Capital Management Investments left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Creative Capital Management Investments's portfolio in Q1 2026, its #44 holding.
  • Creative Capital Management Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Creative Capital Management Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $886K in Q1 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.