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

Howard 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	$203K	Buy	+4,007	New	+$201K	0.07%	155
2025 Q2	–	Sell	-4,078	Closed	-$202K	–	125
2025 Q1	$202K	Sell	4,078 -109	-3%	-$5.45K	0.11%	114
2024 Q4	$210K	Buy	+4,187	New	+$212K	0.11%	113
2022 Q4	–	Sell	-5,010	Closed	-$241K	–	121
2022 Q3	$241K	Buy	+5,010	New	+$250K	0.17%	104
2022 Q2	–	Sell	-14,839	Closed	-$764K	–	132
2022 Q1	$764K	Buy	14,839 +273	+2%	+$14.5K	0.42%	57
2021 Q4	$799K	Buy	14,566 +779	+6%	+$42.7K	0.42%	57
2021 Q3	$755K	Buy	13,787 +684	+5%	+$37.8K	0.42%	63
2021 Q2	$724K	Buy	13,103 +497	+4%	+$27.4K	0.4%	65
2021 Q1	$688K	Buy	12,606 +1,255	+11%	+$69K	0.4%	63
2020 Q4	$626K	Buy	+11,351	New	+$620K	0.39%	64

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BBNB

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

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

Howard Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,007 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings. This is a return to the name: Howard Wealth Management previously reported a position in VTEB as recently as Q1 2025.

Howard Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 10 quarters since. The position peaked at $799K in Q4 2021. 573 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Howard Wealth Management held 4,007 shares of Vanguard Tax-Exempt Bond Index Fund worth $203K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Howard Wealth Management position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Howard Wealth Management's portfolio in Q2 2026, its #155 holding.
Howard Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 10 quarters since.
Howard Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $799K in Q4 2021.
573 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.