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

IHT 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
Q1 		$2.86M Buy
57,311
+126
+0.2% +$6.36K 0.07% 293
2025
Q4 		$2.88M Buy
57,185
+7,143
+14% +$359K 0.07% 270
2025
Q3 		$2.51M Sell
50,042
-6,055
-11% -$298K 0.06% 284
2025
Q2 		$2.75M Sell
56,097
-24,147
-30% -$1.18M 0.08% 251
2025
Q1 		$3.98M Buy
80,244
+1,241
+2% +$62.1K 0.12% 165
2024
Q4 		$3.96M Sell
79,003
-23,763
-23% -$1.2M 0.13% 154
2024
Q3 		$5.25M Buy
102,766
+26,225
+34% +$1.33M 0.15% 134
2024
Q2 		$3.84M Buy
76,541
+4,446
+6% +$222K 0.14% 148
2024
Q1 		$3.65M Buy
72,095
+20,008
+38% +$1.01M 0.15% 136
2023
Q4 		$2.66M Buy
52,087
+4,189
+9% +$205K 0.12% 170
2023
Q3 		$2.3M Buy
47,898
+7,038
+17% +$349K 0.12% 176
2023
Q2 		$2.05M Buy
40,860
+2,265
+6% +$114K 0.11% 185
2023
Q1 		$1.96M Buy
38,595
+6,387
+20% +$321K 0.11% 182
2022
Q4 		$1.59M Sell
32,208
-23,563
-42% -$1.15M 0.1% 216
2022
Q3 		$2.69M Buy
55,771
+43,557
+357% +$2.18M 0.2% 105
2022
Q2 		$610K Buy
12,214
+8,126
+199% +$407K 0.05% 341
2022
Q1 		$211K Sell
4,088
-7,753
-65% -$413K 0.02% 694
2021
Q4 		$650K Buy
11,841
+289
+3% +$15.8K 0.05% 363
2021
Q3 		$633K Sell
11,552
-1,124
-9% -$62.2K 0.05% 353
2021
Q2 		$701K Buy
12,676
+485
+4% +$26.7K 0.04% 414
2021
Q1 		$666K Sell
12,191
-759
-6% -$41.7K 0.05% 376
2020
Q4 		$715K Buy
12,950
+2,861
+28% +$156K 0.06% 310
2020
Q3 		$549K Buy
10,089
+5,585
+124% +$305K 0.06% 327
2020
Q2 		$244K Sell
4,504
-228
-5% -$12.1K 0.03% 459
2020
Q1 		$272K Buy
4,732
+455
+11% +$24.4K 0.04% 415
2019
Q4 		$229K Buy
+4,277
New +$229K 0.03% 531
2018
Q2 		– Sell
-2,122
Closed -$108K – 1359
2018
Q1 		$108K Buy
2,122
+1
+0% +$51 0.03% 464
2017
Q4 		$109K Buy
+2,121
New +$110K 0.03% 476

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's VTEB Position: Q1 2026 in Review

IHT Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.22% in Q1 2026, buying an estimated $6.36K and bringing the position to 57,311 shares worth $2.86M. The position accounts for 0.07% of the portfolio, ranked #293.

IHT Wealth Management first reported a position in VTEB in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.25M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • IHT Wealth Management held 57,311 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.86M as of Q1 2026.
  • IHT Wealth Management bought 126 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $6.36K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #293 holding.
  • IHT Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.25M in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.