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

Institute for 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 		$12.6K Buy
+250
New +$12.6K ﹤0.01% 1260

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's VTEB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 250 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings.

1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Institute for Wealth Management held 250 shares of Vanguard Tax-Exempt Bond Index Fund worth $12.6K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Institute for Wealth Management position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1260 holding.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.