Moneywise Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moneywise Inc’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	$2.88M	Sell	57,003 -6,899	-11%	-$347K	1.08%	25
2026 Q1	$3.19M	Sell	63,902 -9,529	-13%	-$481K	1.39%	22
2025 Q4	$3.69M	Sell	73,431 -17,825	-20%	-$897K	1.54%	19
2025 Q3	$4.57M	Buy	91,256 +9,742	+12%	+$479K	2.07%	15
2025 Q2	$4M	Buy	81,514 +14,367	+21%	+$702K	1.87%	15
2025 Q1	$3.33M	Sell	67,147 -17,814	-21%	-$891K	1.76%	16
2024 Q4	$4.26M	Sell	84,961 -29,296	-26%	-$1.48M	2.14%	15
2024 Q3	$5.84M	Buy	114,257 +51,534	+82%	+$2.61M	2.87%	13
2024 Q2	$3.14M	Buy	62,723 +28,518	+83%	+$1.43M	1.66%	19
2024 Q1	$1.73M	Buy	+34,205	New	+$1.73M	0.94%	25

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

Moneywise Inc's VTEB Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $347K and leaving 57,003 shares worth $2.88M. The position accounts for 1.08% of the portfolio, ranked #25.

Moneywise Inc first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.84M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Moneywise Inc held 57,003 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.88M as of Q2 2026.
Moneywise Inc sold 6,899 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $347K.
Vanguard Tax-Exempt Bond Index Fund made up 1.08% of Moneywise Inc's portfolio in Q2 2026, its #25 holding.
Moneywise Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Moneywise Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.84M in Q3 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.