IWM
VTEB icon

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

IMG 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 		$53.8K Buy
1,078
+526
+95% +$26.6K 0.03% 164
2025
Q4 		$27.8K Hold
552
– – 0.02% 206
2025
Q3 		$27.6K Hold
552
– – 0.02% 183
2025
Q2 		$27.1K Hold
552
– – 0.02% 179
2025
Q1 		$27.4K Buy
+552
New +$27.6K 0.02% 176

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

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

IMG Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 95% in Q1 2026, buying an estimated $26.6K and bringing the position to 1,078 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #164.

IMG Wealth Management first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • IMG Wealth Management held 1,078 shares of Vanguard Tax-Exempt Bond Index Fund worth $53.8K as of Q1 2026.
  • IMG Wealth Management bought 526 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $26.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of IMG Wealth Management's portfolio in Q1 2026, its #164 holding.
  • IMG Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

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