JPL Wealth Management
VTEB icon

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

JPL 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
Q3 		$56.5K Hold
1,192
– – 0.01% 196
2026
Q2 		$60.3K Buy
1,192
+199
+20% +$10K 0.01% 238
2026
Q1 		$49.5K Buy
+993
New +$50.1K 0.01% 241
2025
Q4 		– Sell
-500
Closed -$25K – 1106
2025
Q3 		$25K Buy
+500
New +$24.6K 0.01% 367

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JPL Wealth Management's VTEB Position: Q3 2026 in Review

JPL Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 1,192 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #196.

JPL Wealth Management first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.3K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • JPL Wealth Management held 1,192 shares of Vanguard Tax-Exempt Bond Index Fund worth $56.5K as of Q3 2026.
  • JPL Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #196 holding.
  • JPL Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $60.3K in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.