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 Q2	$1.85M	Sell	36,610 -516	-1%	-$25.9K	0.68%	44
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 $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrity Wealth Solutions's VTEB Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, selling an estimated $25.9K and leaving 36,610 shares worth $1.85M. The position accounts for 0.68% of the portfolio, ranked #44.

Integrity Wealth Solutions first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q4 2024. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Integrity Wealth Solutions held 36,610 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.85M as of Q2 2026.
Integrity Wealth Solutions sold 516 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.68% of Integrity Wealth Solutions's portfolio in Q2 2026, its #44 holding.
Integrity Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Integrity Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.87M in Q4 2024.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.