DWP
VTEB icon

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

Daymark 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 		$4.81M Buy
95,064
+39,359
+71% +$1.98M 0.12% 142
2026
Q1 		$2.78M Buy
55,705
+10,370
+23% +$524K 0.09% 173
2025
Q4 		$2.28M Buy
45,335
+14,591
+47% +$734K 0.07% 178
2025
Q3 		$1.54M Buy
30,744
+5,134
+20% +$252K 0.05% 226
2025
Q2 		$1.26M Buy
25,610
+3,060
+14% +$149K 0.05% 234
2025
Q1 		$1.12M Buy
22,550
+2,079
+10% +$104K 0.05% 226
2024
Q4 		$1.03M Sell
20,471
-8,526
-29% -$431K 0.04% 239
2024
Q3 		$1.48M Buy
28,997
+8,909
+44% +$451K 0.06% 193
2024
Q2 		$1.01M Buy
20,088
+9,557
+91% +$478K 0.05% 237
2024
Q1 		$533K Buy
+10,531
New +$534K 0.03% 262

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Daymark Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 71% in Q2 2026, buying an estimated $1.98M and bringing the position to 95,064 shares worth $4.81M. The position accounts for 0.12% of the portfolio, ranked #142.

Daymark Wealth Partners first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Daymark Wealth Partners held 95,064 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.81M as of Q2 2026.
  • Daymark Wealth Partners bought 39,359 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.98M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.