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Fiduciary Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Fiduciary Wealth Partners’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 		$1.19M Buy
23,452
+2,602
+12% +$131K 0.65% 19
2026
Q1 		$1.04M Sell
20,850
-57,738
-73% -$2.92M 0.68% 18
2025
Q4 		$3.95M Buy
78,588
+25,600
+48% +$1.29M 1.62% 12
2025
Q3 		$2.65M Sell
52,988
-5,312
-9% -$261K 1.11% 13
2025
Q2 		$2.86M Buy
+58,300
New +$2.85M 2.69% 8

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

Fiduciary Wealth Partners's VTEB Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $131K and bringing the position to 23,452 shares worth $1.19M. The position accounts for 0.65% of the portfolio, ranked #19.

Fiduciary Wealth Partners first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Fiduciary Wealth Partners held 23,452 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.19M as of Q2 2026.
  • Fiduciary Wealth Partners bought 2,602 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $131K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.65% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Fiduciary Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.95M in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.