Integrity Wealth Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Integrity Wealth Solutions’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	$1.85M	Buy	37,126 +725	+2%	+$36.6K	0.73%	41
2025 Q4	$1.83M	Buy	36,401 +342	+0.9%	+$17.2K	0.72%	42
2025 Q3	$1.81M	Sell	36,059 -4,514	-11%	-$222K	0.81%	36
2025 Q2	$1.99M	Sell	40,573 -15,121	-27%	-$739K	0.97%	35
2025 Q1	$2.76M	Sell	55,694 -1,583	-3%	-$79.2K	1.5%	22
2024 Q4	$2.87M	Buy	57,277 +9,626	+20%	+$487K	1.61%	21
2024 Q3	$2.44M	Buy	47,651 +3,073	+7%	+$156K	1.42%	25
2024 Q2	$2.23M	Sell	44,578 -915	-2%	-$45.8K	1.45%	25
2024 Q1	$2.3M	Buy	45,493 +3,140	+7%	+$159K	1.5%	23
2023 Q4	$2.16M	Buy	+42,353	New	+$2.08M	1.5%	24

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrity Wealth Solutions's VTEB Position: Q1 2026 in Review

Integrity Wealth Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q1 2026, buying an estimated $36.6K and bringing the position to 37,126 shares worth $1.85M. The position accounts for 0.73% of the portfolio, ranked #41.

Integrity Wealth Solutions first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.87M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Integrity Wealth Solutions held 37,126 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.85M as of Q1 2026.
Integrity Wealth Solutions bought 725 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $36.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.73% of Integrity Wealth Solutions's portfolio in Q1 2026, its #41 holding.
Integrity Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
Integrity Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.87M in Q4 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.