Morton Brown Family Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Morton Brown Family Wealth’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	$425K	Buy	8,397 +2,384	+40%	+$120K	0.1%	42
2026 Q1	$300K	Buy	6,013 +3,242	+117%	+$164K	0.08%	47
2025 Q4	$139K	Buy	2,771 +32	+1%	+$1.61K	0.04%	78
2025 Q3	$137K	Buy	2,739 +23	+0.8%	+$1.13K	0.04%	73
2025 Q2	$133K	Buy	+2,716	New	+$133K	0.04%	74
2024 Q3	–	Sell	-982	Closed	-$49.6K	–	280
2024 Q2	$49.6K	Hold	982	–	–	0.02%	92
2024 Q1	$49.7K	Buy	982 +39	+4%	+$1.98K	0.02%	87
2023 Q4	$48.1K	Hold	943	–	–	0.02%	102
2023 Q3	$45.4K	Hold	943	–	–	0.02%	82
2023 Q2	$47.4K	Hold	943	–	–	0.03%	77
2023 Q1	$47.8K	Hold	943	–	–	0.03%	77
2022 Q4	$46.7K	Sell	943 -1,728	-65%	-$84.5K	0.03%	78
2022 Q3	$129K	Buy	2,671 +2,597	+3,509%	+$130K	0.1%	47
2022 Q2	$4K	Hold	74	–	–	﹤0.01%	172
2022 Q1	$4K	Sell	74 -1,240	-94%	-$66K	﹤0.01%	121
2021 Q4	$72K	Buy	+1,314	New	+$72K	0.06%	63

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

Morton Brown Family Wealth's VTEB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q2 2026, buying an estimated $120K and bringing the position to 8,397 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #42.

Morton Brown Family Wealth first reported a position in VTEB in Q4 2021 and has held it in 16 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Morton Brown Family Wealth held 8,397 shares of Vanguard Tax-Exempt Bond Index Fund worth $425K as of Q2 2026.
Morton Brown Family Wealth bought 2,384 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $120K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Morton Brown Family Wealth's portfolio in Q2 2026, its #42 holding.
Morton Brown Family Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 16 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.