Crewe Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Crewe Advisors’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	$103K	Hold	2,035	–	–	0.01%	331
2026 Q1	$102K	Sell	2,035 -3,676	-64%	-$186K	0.01%	290
2025 Q4	$287K	Buy	5,711 +1,431	+33%	+$72K	0.03%	175
2025 Q3	$214K	Hold	4,280	–	–	0.02%	200
2025 Q2	$210K	Hold	4,280	–	–	0.03%	148
2025 Q1	$212K	Hold	4,280	–	–	0.03%	131
2024 Q4	$215K	Hold	4,280	–	–	0.03%	140
2024 Q3	$219K	Buy	4,280 +3,676	+609%	+$186K	0.03%	139
2024 Q2	$30.3K	Hold	604	–	–	﹤0.01%	473
2024 Q1	$30.6K	Hold	604	–	–	﹤0.01%	433
2023 Q4	$30.8K	Hold	604	–	–	﹤0.01%	146
2023 Q3	$29.1K	Hold	604	–	–	0.01%	176
2023 Q2	$30.3K	Hold	604	–	–	﹤0.01%	313
2023 Q1	$30.6K	Buy	+604	New	+$30.3K	﹤0.01%	368

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

Crewe Advisors's VTEB Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 2,035 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #331.

Crewe Advisors first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $287K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Crewe Advisors held 2,035 shares of Vanguard Tax-Exempt Bond Index Fund worth $103K as of Q2 2026.
Crewe Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #331 holding.
Crewe Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
Crewe Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $287K in Q4 2025.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.