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

Melfa 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
Q2 		$298K Hold
5,889
– – 0.16% 125
2026
Q1 		$294K Hold
5,889
– – 0.17% 121
2025
Q4 		$296K Hold
5,889
– – 0.17% 127
2025
Q3 		$295K Buy
+5,889
New +$289K 0.17% 135

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

Melfa Wealth Management's VTEB Position: Q2 2026 in Review

Melfa Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,889 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #125.

Melfa Wealth Management first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Melfa Wealth Management held 5,889 shares of Vanguard Tax-Exempt Bond Index Fund worth $298K as of Q2 2026.
  • Melfa Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Melfa Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Melfa Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.