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

ForthRight 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 		$7.4M Sell
146,259
-2,924
-2% -$147K 1.89% 12
2026
Q1 		$7.44M Buy
149,183
+5,096
+4% +$257K 2.11% 12
2025
Q4 		$7.25M Sell
144,087
-9,883
-6% -$497K 2.08% 12
2025
Q3 		$7.71M Buy
153,970
+17,265
+13% +$849K 2.24% 11
2025
Q2 		$6.7M Sell
136,705
-12,455
-8% -$608K 2.09% 11
2025
Q1 		$7.4M Buy
149,160
+505
+0.3% +$25.3K 2.48% 11
2024
Q4 		$7.45M Buy
148,655
+4,780
+3% +$242K 2.48% 11
2024
Q3 		$7.35M Buy
143,875
+369
+0.3% +$18.7K 2.45% 10
2024
Q2 		$7.19M Buy
143,506
+11,269
+9% +$564K 2.58% 10
2024
Q1 		$6.69M Buy
132,237
+2,616
+2% +$133K 2.4% 10
2023
Q4 		$6.62M Sell
129,621
-15,174
-10% -$744K 2.56% 10
2023
Q3 		$6.96M Sell
144,795
-11,873
-8% -$588K 3% 9
2023
Q2 		$7.87M Buy
156,668
+86,003
+122% +$4.32M 3.29% 9
2023
Q1 		$3.58M Buy
70,665
+26,350
+59% +$1.32M 1.64% 15
2022
Q4 		$2.19M Buy
44,315
+7,259
+20% +$355K 1.12% 19
2022
Q3 		$1.78M Buy
37,056
+13,017
+54% +$651K 1.05% 17
2022
Q2 		$1.2M Sell
24,039
-95,962
-80% -$4.81M 0.67% 20
2022
Q1 		$6.19M Buy
120,001
+7,449
+7% +$396K 3.2% 9
2021
Q4 		$6.18M Buy
112,552
+6,129
+6% +$336K 3.38% 8
2021
Q3 		$5.83M Buy
106,423
+3,405
+3% +$188K 3.54% 8
2021
Q2 		$5.7M Buy
103,018
+3,341
+3% +$184K 3.61% 9
2021
Q1 		$5.45M Buy
99,677
+5,827
+6% +$320K 3.7% 9
2020
Q4 		$5.18M Buy
+93,850
New +$5.12M 4.07% 7

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

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

ForthRight Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, selling an estimated $147K and leaving 146,259 shares worth $7.4M. The position accounts for 1.89% of the portfolio, ranked #12.

ForthRight Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.87M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • ForthRight Wealth Management held 146,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.4M as of Q2 2026.
  • ForthRight Wealth Management sold 2,924 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $147K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.89% of ForthRight Wealth Management's portfolio in Q2 2026, its #12 holding.
  • ForthRight Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • ForthRight Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.87M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.