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

Greenup Street 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	$291K	Buy	5,752 +76	+1%	+$3.82K	0.04%	123
2026 Q1	$283K	Sell	5,676 -8,688	-60%	-$439K	0.04%	111
2025 Q4	$722K	Buy	14,364 +1,643	+13%	+$82.7K	0.1%	73
2025 Q3	$637K	Sell	12,721 -3,788	-23%	-$186K	0.1%	93
2025 Q2	$809K	Buy	16,509 +11,472	+228%	+$560K	0.14%	66
2025 Q1	$250K	Sell	5,037 -1,583	-24%	-$79.2K	0.05%	92
2024 Q4	$332K	Sell	6,620 -2,665	-29%	-$135K	0.07%	76
2024 Q3	$475K	Buy	9,285 +1,139	+14%	+$57.7K	0.1%	67
2024 Q2	$408K	Hold	8,146	–	–	0.1%	63
2024 Q1	$412K	Buy	8,146 +1,977	+32%	+$100K	0.1%	65
2023 Q4	$315K	Sell	6,169 -103	-2%	-$5.05K	0.09%	69
2023 Q3	$302K	Buy	+6,272	New	+$311K	0.1%	72
2022 Q3	–	Sell	-5,149	Closed	-$257K	–	88
2022 Q2	$257K	Sell	5,149 -6,821	-57%	-$342K	0.12%	74
2022 Q1	$617K	Sell	11,970 -14,055	-54%	-$748K	0.34%	56
2021 Q4	$1.43M	Buy	+26,025	New	+$1.43M	0.84%	35

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Greenup Street Wealth Management's VTEB Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, buying an estimated $3.82K and bringing the position to 5,752 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #123.

Greenup Street Wealth Management first reported a position in VTEB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Greenup Street Wealth Management held 5,752 shares of Vanguard Tax-Exempt Bond Index Fund worth $291K as of Q2 2026.
Greenup Street Wealth Management bought 76 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.82K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Greenup Street Wealth Management's portfolio in Q2 2026, its #123 holding.
Greenup Street Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 15 quarters since.
Greenup Street Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.43M in Q4 2021.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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