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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneywise Inc's VTEB Position: Q1 2026 in Review

Moneywise Inc reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, selling an estimated $481K and leaving 63,902 shares worth $3.19M. The position accounts for 1.39% of the portfolio, ranked #22.

Moneywise Inc first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.84M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Moneywise Inc held 63,902 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.19M as of Q1 2026.
Moneywise Inc sold 9,529 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $481K.
Vanguard Tax-Exempt Bond Index Fund made up 1.39% of Moneywise Inc's portfolio in Q1 2026, its #22 holding.
Moneywise Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Moneywise Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.84M in Q3 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.