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

Madison 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 		$298K Sell
5,885
-1,119
-16% -$56.2K 0.04% 209
2026
Q1 		$349K Sell
7,004
-394
-5% -$19.9K 0.06% 147
2025
Q4 		$372K Buy
7,398
+12
+0.2% +$604 0.07% 134
2025
Q3 		$370K Sell
7,386
-1,903
-20% -$93.5K 0.07% 114
2025
Q2 		$455K Sell
9,289
-1,989
-18% -$97.2K 0.1% 91
2025
Q1 		$560K Sell
11,278
-970
-8% -$48.5K 0.14% 75
2024
Q4 		$614K Sell
12,248
-1,192
-9% -$60.3K 0.17% 73
2024
Q3 		$687K Buy
13,440
+196
+1% +$9.93K 0.2% 64
2024
Q2 		$664K Sell
13,244
-1,350
-9% -$67.5K 0.23% 58
2024
Q1 		$738K Buy
14,594
+1,977
+16% +$100K 0.27% 51
2023
Q4 		$644K Buy
12,617
+698
+6% +$34.2K 0.26% 54
2023
Q3 		$573K Sell
11,919
-5,645
-32% -$280K 0.29% 41
2023
Q2 		$882K Buy
17,564
+2,145
+14% +$108K 0.41% 28
2023
Q1 		$781K Buy
15,419
+5,874
+62% +$295K 0.39% 28
2022
Q4 		$472K Sell
9,545
-156
-2% -$7.63K 0.28% 40
2022
Q3 		$467K Buy
9,701
+4,730
+95% +$236K 0.31% 39
2022
Q2 		$248K Buy
+4,971
New +$249K 0.16% 63

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

Madison Wealth Partners's VTEB Position: Q2 2026 in Review

Madison Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, selling an estimated $56.2K and leaving 5,885 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #209.

Madison Wealth Partners first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $882K in Q2 2023. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Madison Wealth Partners held 5,885 shares of Vanguard Tax-Exempt Bond Index Fund worth $298K as of Q2 2026.
  • Madison Wealth Partners sold 1,119 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $56.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Madison Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Madison Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $882K in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.