Merkkuri Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Merkkuri Wealth Advisors’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	-438	Closed	-$21.9K	–	358
2026 Q1	$21.9K	Buy	+438	New	+$22.1K	0.01%	176
2025 Q1	–	Sell	-11,558	Closed	-$579K	–	88
2024 Q4	$579K	Buy	11,558 +107	+0.9%	+$5.41K	0.46%	49
2024 Q3	$585K	Buy	11,451 +202	+2%	+$10.2K	0.46%	52
2024 Q2	$564K	Buy	+11,249	New	+$563K	0.52%	45

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

Merkkuri Wealth Advisors's VTEB Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 438 shares — an estimated $21.9K sold.

Merkkuri Wealth Advisors first reported a position in VTEB in Q2 2024 and held it in 4 quarters. The position peaked at $585K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 438 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $21.9K.
Merkkuri Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 4 quarters.
Merkkuri Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $585K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.