Diversified Portfolios Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversified Portfolios Inc’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	$11.9M	Buy	234,692 +91,199	+64%	+$4.58M	0.86%	27
2026 Q1	$7.16M	Buy	143,493 +42,027	+41%	+$2.12M	0.59%	36
2025 Q4	$5.1M	Sell	101,466 -1,304	-1%	-$65.6K	0.42%	43
2025 Q3	$5.15M	Buy	102,770 +14,192	+16%	+$698K	0.45%	41
2025 Q2	$4.34M	Buy	+88,578	New	+$4.33M	0.41%	43
2025 Q1	–	Sell	-8,150	Closed	-$409K	–	151
2024 Q4	$409K	Buy	+8,150	New	+$412K	0.04%	117

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

Diversified Portfolios Inc's VTEB Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 64% in Q2 2026, buying an estimated $4.58M and bringing the position to 234,692 shares worth $11.9M. The position accounts for 0.86% of the portfolio, ranked #27.

Diversified Portfolios Inc first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Diversified Portfolios Inc held 234,692 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.9M as of Q2 2026.
Diversified Portfolios Inc bought 91,199 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.58M.
Vanguard Tax-Exempt Bond Index Fund made up 0.86% of Diversified Portfolios Inc's portfolio in Q2 2026, its #27 holding.
Diversified Portfolios Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.