Measured Wealth Private Client Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Measured Wealth Private Client Group’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	–	Sell	-2,092	Closed	-$104K	–	767
2026 Q1	$104K	Hold	2,092	–	–	0.03%	231
2025 Q4	$105K	Buy	2,092 +1,356	+184%	+$68.2K	0.03%	243
2025 Q3	$36.9K	Buy	+736	New	+$36.2K	0.01%	340

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

Measured Wealth Private Client Group's VTEB Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 2,092 shares — an estimated $104K sold.

Measured Wealth Private Client Group first reported a position in VTEB in Q3 2025 and held it in 3 quarters. The position peaked at $105K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Measured Wealth Private Client Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,092 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $104K.
Measured Wealth Private Client Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and held it in 3 quarters.
Measured Wealth Private Client Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $105K in Q4 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.