DWM
VTEB icon

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
Q2 		$5.2M Buy
104,634
+3,695
+4% +$186K 0.09% 216
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
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

Diversify Wealth Management's VTEB Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q2 2026, buying an estimated $186K and bringing the position to 104,634 shares worth $5.2M. The position accounts for 0.09% of the portfolio, ranked #216.

Diversify Wealth Management first reported a position in VTEB in Q2 2024 and has held it in 6 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Diversify Wealth Management held 104,634 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.2M as of Q2 2026.
  • Diversify Wealth Management bought 3,695 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $186K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Diversify Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 6 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.