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Liberty Square Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Liberty Square Wealth Partners’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 		$345K Buy
6,820
+1
+0% +$50 0.08% 98
2026
Q1 		$340K Buy
6,819
+356
+6% +$18K 0.09% 101
2025
Q4 		$325K Sell
6,463
-4,241
-40% -$213K 0.09% 103
2025
Q3 		$536K Buy
10,704
+3,917
+58% +$193K 0.17% 79
2025
Q2 		$333K Hold
6,787
– – 0.12% 105
2025
Q1 		$337K Hold
6,787
– – 0.13% 103
2024
Q4 		$341K Buy
+6,787
New +$343K 0.12% 106

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Square Wealth Partners's VTEB Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.01% in Q2 2026, buying an estimated $50 and bringing the position to 6,820 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #98.

Liberty Square Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Liberty Square Wealth Partners held 6,820 shares of Vanguard Tax-Exempt Bond Index Fund worth $345K as of Q2 2026.
  • Liberty Square Wealth Partners bought 1 Vanguard Tax-Exempt Bond Index Fund share in Q2 2026, an estimated $50.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Liberty Square Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $536K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.