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

Meridian 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 		$4.35M Sell
86,067
-603
-0.7% -$30.3K 0.13% 149
2026
Q1 		$4.32M Buy
86,670
+1,982
+2% +$100K 0.15% 128
2025
Q4 		$4.26M Buy
84,688
+4,451
+6% +$224K 0.15% 124
2025
Q3 		$4.02M Buy
80,237
+17,244
+27% +$848K 0.15% 126
2025
Q2 		$3.09M Sell
62,993
-1,942
-3% -$94.9K 0.13% 158
2025
Q1 		$3.22M Buy
64,935
+1,686
+3% +$84.3K 0.16% 143
2024
Q4 		$3.17M Buy
63,249
+989
+2% +$50K 0.15% 143
2024
Q3 		$3.18M Buy
+62,260
New +$3.16M 0.16% 140
2024
Q1 		– Sell
-25,737
Closed -$1.31M – 559
2023
Q4 		$1.31M Buy
25,737
+6,100
+31% +$299K 0.08% 221
2023
Q3 		$945K Buy
19,637
+13,713
+231% +$679K 0.06% 243
2023
Q2 		$298K Sell
5,924
-173
-3% -$8.69K 0.03% 441
2023
Q1 		$309K Buy
6,097
+402
+7% +$20.2K 0.03% 419
2022
Q4 		$282K Buy
5,695
+1,134
+25% +$55.4K 0.03% 431
2022
Q3 		$220K Buy
4,561
+335
+8% +$16.7K 0.02% 438
2022
Q2 		$211K Buy
4,226
+131
+3% +$6.57K 0.02% 507
2022
Q1 		$211K Hold
4,095
– – 0.02% 370
2021
Q4 		$225K Hold
4,095
– – 0.02% 372
2021
Q3 		$224K Sell
4,095
-4,811
-54% -$266K 0.03% 366
2021
Q2 		$493K Buy
8,906
+4,811
+117% +$265K 0.06% 231
2021
Q1 		$224K Hold
4,095
– – 0.03% 327
2020
Q4 		$226K Buy
+4,095
New +$224K 0.04% 298
2020
Q1 		– Sell
-5,045
Closed -$270K – 253
2019
Q4 		$270K Hold
5,045
– – 0.13% 162
2019
Q3 		$271K Hold
5,045
– – 0.13% 162
2019
Q2 		$268K Hold
5,045
– – 0.11% 165
2019
Q1 		$263K Buy
5,045
+20
+0.4% +$1.03K 0.12% 155
2018
Q4 		$257K Buy
+5,025
New +$253K 0.15% 129

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

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

Meridian Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.7% in Q2 2026, selling an estimated $30.3K and leaving 86,067 shares worth $4.35M. The position accounts for 0.13% of the portfolio, ranked #149.

Meridian Wealth Management first reported a position in VTEB in Q4 2018 and has held it in 26 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Meridian Wealth Management held 86,067 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.35M as of Q2 2026.
  • Meridian Wealth Management sold 603 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $30.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Meridian Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Meridian Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 26 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.