Diversify Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversify Wealth Management’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 Q1	$5.08M	Buy	100,939 +33,621	+50%	+$1.7M	0.09%	206
2025 Q4	$3.4M	Buy	67,318 +61,707	+1,100%	+$3.1M	0.16%	165
2025 Q3	$282K	Sell	5,611 -80	-1%	-$3.93K	0.02%	466
2025 Q2	$279K	Buy	+5,691	New	+$278K	0.02%	467
2024 Q3	–	Sell	-4,155	Closed	-$211K	–	499
2024 Q2	$211K	Buy	+4,155	New	+$208K	0.03%	406

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversify Wealth Management's VTEB Position: Q1 2026 in Review

Diversify Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 50% in Q1 2026, buying an estimated $1.7M and bringing the position to 100,939 shares worth $5.08M. The position accounts for 0.09% of the portfolio, ranked #206.

Diversify Wealth Management first reported a position in VTEB in Q2 2024 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Diversify Wealth Management held 100,939 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.08M as of Q1 2026.
Diversify Wealth Management bought 33,621 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.7M.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #206 holding.
Diversify Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 5 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.