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WELLINGTON-ALTUS USA INC.’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$24.9K Hold
500
– – 0.02% 459
2026
Q1 		$25.3K Hold
500
– – 0.01% 472
2025
Q4 		$25.1K Buy
+500
New +$25.2K 0.02% 440

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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

WELLINGTON-ALTUS USA INC.'s VTEB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 500 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #459.

WELLINGTON-ALTUS USA INC. first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 500 shares of Vanguard Tax-Exempt Bond Index Fund worth $24.9K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #459 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Vanguard Tax-Exempt Bond Index Fund position peaked at $25.3K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.