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

Dynasty 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	–	Sell	-5,070	Closed	-$255K	–	385
2025 Q4	$255K	Sell	5,070 -265	-5%	-$13.3K	﹤0.01%	308
2025 Q3	$267K	Sell	5,335 -109,640	-95%	-$5.39M	﹤0.01%	274
2025 Q2	$5.64M	Buy	114,975 +2,880	+3%	+$141K	0.1%	56
2025 Q1	$5.56M	Buy	112,095 +2,956	+3%	+$148K	0.09%	56
2024 Q4	$5.47M	Buy	109,139 +8,118	+8%	+$410K	0.09%	62
2024 Q3	$5.16M	Buy	101,021 +2,552	+3%	+$129K	0.16%	45
2024 Q2	$4.93M	Buy	98,469 +14,067	+17%	+$704K	0.15%	54
2024 Q1	$4.27M	Buy	+84,402	New	+$4.28M	0.14%	49

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Dynasty Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 5,070 shares — an estimated $255K sold.

Dynasty Wealth Management first reported a position in VTEB in Q1 2024 and held it in 8 quarters. The position peaked at $5.64M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Dynasty Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 5,070 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $255K.
Dynasty Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 8 quarters.
Dynasty Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.64M in Q2 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.