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

FFT 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 		$425K Hold
8,394
– – 0.07% 67
2026
Q1 		$419K Hold
8,394
– – 0.08% 71
2025
Q4 		$422K Sell
8,394
-3,166
-27% -$159K 0.08% 64
2025
Q3 		$579K Hold
11,560
– – 0.11% 61
2025
Q2 		$565K Sell
11,560
-8,980
-44% -$439K 0.11% 65
2025
Q1 		$1.02M Sell
20,540
-25,049
-55% -$1.25M 0.21% 50
2024
Q4 		$2.29M Buy
45,589
+5,458
+14% +$276K 0.17% 45
2024
Q3 		$2.05M Sell
40,131
-9,836
-20% -$498K 0.16% 48
2024
Q2 		$2.5M Buy
49,967
+1,216
+2% +$60.8K 0.22% 39
2024
Q1 		$2.47M Buy
48,751
+2,328
+5% +$118K 0.21% 39
2023
Q4 		$2.37M Buy
46,423
+3,818
+9% +$187K 0.21% 33
2023
Q3 		$2.05M Buy
42,605
+4,248
+11% +$210K 0.26% 29
2023
Q2 		$1.93M Sell
38,357
-166,138
-81% -$8.35M 0.24% 30
2023
Q1 		$10.4M Buy
204,495
+3,882
+2% +$195K 1.29% 15
2022
Q4 		$9.93M Buy
200,613
+1,550
+0.8% +$75.8K 1.27% 15
2022
Q3 		$9.58M Buy
199,063
+8,266
+4% +$413K 1.34% 14
2022
Q2 		$9.53M Buy
190,797
+1,910
+1% +$95.7K 1.06% 19
2022
Q1 		$9.74M Sell
188,887
-532,416
-74% -$28.3M 0.93% 22
2021
Q4 		$39.6M Buy
721,303
+29,997
+4% +$1.64M 3.55% 11
2021
Q3 		$37.9M Buy
+691,306
New +$38.2M 3.58% 10

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

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

FFT Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 8,394 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #67.

FFT Wealth Management first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. The position peaked at $39.6M in Q4 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • FFT Wealth Management held 8,394 shares of Vanguard Tax-Exempt Bond Index Fund worth $425K as of Q2 2026.
  • FFT Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of FFT Wealth Management's portfolio in Q2 2026, its #67 holding.
  • FFT Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
  • FFT Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $39.6M in Q4 2021.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.