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Journey Strategic Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Journey Strategic Wealth’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 		$1.68M Buy
33,708
+11,540
+52% +$583K 0.04% 122
2025
Q4 		$1.11M Buy
22,168
+397
+2% +$20K 0.03% 159
2025
Q3 		$1.09M Sell
21,771
-660
-3% -$32.4K 0.03% 159
2025
Q2 		$1.1M Buy
22,431
+7,113
+46% +$347K 0.04% 154
2025
Q1 		$760K Buy
15,318
+404
+3% +$20.2K 0.03% 169
2024
Q4 		$748K Buy
14,914
+445
+3% +$22.5K 0.03% 162
2024
Q3 		$740K Buy
14,469
+91
+0.6% +$4.61K 0.03% 164
2024
Q2 		$720K Sell
14,378
-112
-0.8% -$5.6K 0.03% 127
2024
Q1 		$733K Sell
14,490
-413
-3% -$20.9K 0.03% 97
2023
Q4 		$761K Buy
14,903
+10,195
+217% +$500K 0.04% 80
2023
Q3 		$226K Sell
4,708
-28,372
-86% -$1.41M 0.01% 153
2023
Q2 		$1.66M Sell
33,080
-242
-0.7% -$12.2K 0.08% 41
2023
Q1 		$1.69M Sell
33,322
-3,075
-8% -$154K 0.18% 37
2022
Q4 		$1.8M Buy
+36,397
New +$1.78M 0.21% 32

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

Journey Strategic Wealth's VTEB Position: Q1 2026 in Review

Journey Strategic Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 52% in Q1 2026, buying an estimated $583K and bringing the position to 33,708 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #122.

Journey Strategic Wealth first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Journey Strategic Wealth held 33,708 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.68M as of Q1 2026.
  • Journey Strategic Wealth bought 11,540 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $583K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #122 holding.
  • Journey Strategic Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Journey Strategic Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.8M in Q4 2022.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.