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

Empirical 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	$275K	Buy	5,438 +36	+0.7%	+$1.81K	﹤0.01%	892
2026 Q1	$269K	Buy	+5,402	New	+$273K	﹤0.01%	838
2025 Q1	–	Sell	-7,967	Closed	-$399K	–	719
2024 Q4	$399K	Buy	7,967 +3,047	+62%	+$154K	0.01%	437
2024 Q3	$252K	Buy	+4,920	New	+$249K	0.01%	498

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

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

Empirical Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.67% in Q2 2026, buying an estimated $1.81K and bringing the position to 5,438 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Empirical Wealth Management first reported a position in VTEB in Q3 2024 and has held it in 4 quarters since. The position peaked at $399K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Empirical Wealth Management held 5,438 shares of Vanguard Tax-Exempt Bond Index Fund worth $275K as of Q2 2026.
Empirical Wealth Management bought 36 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.81K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #892 holding.
Empirical Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 4 quarters since.
Empirical Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $399K in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.