Cyndeo Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cyndeo Wealth Partners’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	$2.64M	Buy	52,226 +11,389	+28%	+$572K	0.12%	166
2026 Q1	$2.04M	Buy	+40,837	New	+$2.06M	0.11%	166
2023 Q2	–	Sell	-5,156	Closed	-$261K	–	352
2023 Q1	$261K	Sell	5,156 -164,024	-97%	-$8.23M	0.03%	282
2022 Q4	$8.37M	Buy	+169,180	New	+$8.27M	0.98%	19

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

Cyndeo Wealth Partners's VTEB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q2 2026, buying an estimated $572K and bringing the position to 52,226 shares worth $2.64M. The position accounts for 0.12% of the portfolio, ranked #166.

Cyndeo Wealth Partners first reported a position in VTEB in Q4 2022 and has held it in 4 quarters since. The position peaked at $8.37M in Q4 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cyndeo Wealth Partners held 52,226 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.64M as of Q2 2026.
Cyndeo Wealth Partners bought 11,389 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $572K.
Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #166 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 4 quarters since.
Cyndeo Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.37M in Q4 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.