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Disciplined Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Disciplined 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
Q2 		$1.83M Buy
36,095
+4,072
+13% +$205K 0.59% 44
2026
Q1 		$1.6M Buy
32,023
+5,218
+19% +$263K 0.57% 45
2025
Q4 		$1.35M Buy
26,805
+5,178
+24% +$261K 0.52% 49
2025
Q3 		$1.08M Buy
21,627
+1,444
+7% +$71K 0.43% 54
2025
Q2 		$990K Buy
20,183
+4,172
+26% +$204K 0.42% 53
2025
Q1 		$794K Buy
16,011
+6,900
+76% +$345K 0.36% 60
2024
Q4 		$457K Buy
9,111
+1,004
+12% +$50.8K 0.23% 86
2024
Q3 		$414K Buy
8,107
+934
+13% +$47.3K 0.2% 87
2024
Q2 		$359K Buy
7,173
+1,042
+17% +$52.1K 0.19% 91
2024
Q1 		$310K Buy
6,131
+637
+12% +$32.3K 0.17% 99
2023
Q4 		$280K Sell
5,494
-5,985
-52% -$293K 0.16% 95
2023
Q3 		$552K Buy
11,479
+117
+1% +$5.8K 0.34% 70
2023
Q2 		$571K Buy
11,362
+1,875
+20% +$94.2K 0.3% 71
2023
Q1 		$481K Buy
9,487
+3,424
+56% +$172K 0.2% 87
2022
Q4 		$300K Sell
6,063
-15,212
-72% -$744K 0.15% 101
2022
Q3 		$1.02M Sell
21,275
-4,783
-18% -$239K 0.47% 55
2022
Q2 		$1.3M Buy
26,058
+531
+2% +$26.6K 0.59% 46
2022
Q1 		$1.32M Buy
25,527
+3,189
+14% +$170K 0.54% 49
2021
Q4 		$1.23M Buy
22,338
+9,857
+79% +$540K 0.54% 49
2021
Q3 		$684K Buy
12,481
+689
+6% +$38.1K 0.33% 69
2021
Q2 		$652K Buy
11,792
+1,807
+18% +$99.6K 0.33% 71
2021
Q1 		$546K Buy
9,985
+203
+2% +$11.2K 0.32% 71
2020
Q4 		$540K Buy
9,782
+4,162
+74% +$227K 0.36% 63
2020
Q3 		$306K Buy
5,620
+3,931
+233% +$215K 0.23% 80
2020
Q2 		$91K Buy
1,689
+763
+82% +$40.7K 0.07% 124
2020
Q1 		$49K Buy
926
+505
+120% +$27K 0.05% 157
2019
Q4 		$23K Buy
+421
New +$22.5K 0.02% 233

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

Disciplined Investments's VTEB Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q2 2026, buying an estimated $205K and bringing the position to 36,095 shares worth $1.83M. The position accounts for 0.59% of the portfolio, ranked #44.

Disciplined Investments first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Disciplined Investments held 36,095 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.83M as of Q2 2026.
  • Disciplined Investments bought 4,072 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $205K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.59% of Disciplined Investments's portfolio in Q2 2026, its #44 holding.
  • Disciplined Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.