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

EPG 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 		$953K Buy
18,838
+220
+1% +$11.1K 0.23% 107
2026
Q1 		$929K Buy
18,618
+786
+4% +$39.7K 0.25% 107
2025
Q4 		$897K Sell
17,832
-1,422
-7% -$71.6K 0.24% 109
2025
Q3 		$964K Buy
19,254
+3,155
+20% +$155K 0.27% 106
2025
Q2 		$789K Sell
16,099
-292
-2% -$14.3K 0.24% 116
2025
Q1 		$813K Buy
16,391
+2,098
+15% +$105K 0.23% 126
2024
Q4 		$716K Sell
14,293
-3,854
-21% -$195K 0.19% 134
2024
Q3 		$928K Buy
+18,147
New +$920K 0.23% 118
2024
Q2 		– Sell
-17,724
Closed -$887K – 115
2024
Q1 		$897K Sell
17,724
-1,613
-8% -$81.8K 0.22% 119
2023
Q4 		$976K Sell
19,337
-2,296
-11% -$113K 0.26% 98
2023
Q3 		$1.04M Sell
21,633
-1,973
-8% -$97.7K 0.31% 82
2023
Q2 		$1.19M Sell
23,606
-907
-4% -$45.6K 0.35% 75
2023
Q1 		$1.24M Buy
24,513
+967
+4% +$48.5K 0.39% 69
2022
Q4 		$1.17M Buy
23,546
+3,196
+16% +$156K 0.44% 53
2022
Q3 		$980K Buy
20,350
+9,165
+82% +$458K 0.4% 56
2022
Q2 		$558K Buy
11,185
+3,181
+40% +$159K 0.24% 92
2022
Q1 		$413K Buy
8,004
+3,556
+80% +$189K 0.14% 137
2021
Q4 		$244K Buy
4,448
+12
+0.3% +$658 0.09% 201
2021
Q3 		$243K Buy
4,436
+363
+9% +$20.1K 0.1% 182
2021
Q2 		$225K Buy
+4,073
New +$224K 0.1% 189
2020
Q3 		– Sell
-4,353
Closed -$236K – 150
2020
Q2 		$236K Buy
4,353
+2,719
+166% +$145K 0.17% 123
2020
Q1 		$86K Buy
1,634
+94
+6% +$5.03K 0.06% 193
2019
Q4 		$82K Buy
+1,540
New +$82.4K 0.06% 170

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

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

EPG Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 18,838 shares worth $953K. The position accounts for 0.23% of the portfolio, ranked #107.

EPG Wealth Management first reported a position in VTEB in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • EPG Wealth Management held 18,838 shares of Vanguard Tax-Exempt Bond Index Fund worth $953K as of Q2 2026.
  • EPG Wealth Management bought 220 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.23% of EPG Wealth Management's portfolio in Q2 2026, its #107 holding.
  • EPG Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.24M in Q1 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.