Cromwell Holdings’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cromwell Holdings’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	$58.7K	Buy	+1,160	New	+$58.3K	0.03%	467
2025 Q4	–	Sell	-1,080	Closed	-$54.1K	–	1042
2025 Q3	$54.1K	Buy	+1,080	New	+$53.1K	0.03%	462
2025 Q2	–	Sell	-975	Closed	-$48.4K	–	1024
2025 Q1	$48.4K	Buy	975 +15	+2%	+$750	0.03%	462
2024 Q4	$48.1K	Buy	+960	New	+$48.5K	0.03%	467
2024 Q3	–	Sell	-910	Closed	-$45.6K	–	629
2024 Q2	$45.6K	Buy	+910	New	+$45.5K	0.03%	458

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

Cromwell Holdings's VTEB Position: Q2 2026 in Review

Cromwell Holdings opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 1,160 shares worth $58.7K. The stake represents 0.03% of the portfolio and ranks #467 among its holdings. This is a return to the name: Cromwell Holdings previously reported a position in VTEB as recently as Q3 2025.

Cromwell Holdings first reported a position in VTEB in Q2 2024 and has held it in 5 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cromwell Holdings held 1,160 shares of Vanguard Tax-Exempt Bond Index Fund worth $58.7K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Cromwell Holdings position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #467 holding.
Cromwell Holdings first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 5 quarters since.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.