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

NewEdge 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	$1.22M	Sell	24,215 -947	-4%	-$47.6K	0.01%	609
2026 Q1	$1.26M	Buy	25,162 +974	+4%	+$49.2K	0.02%	560
2025 Q4	$1.22M	Sell	24,188 -6,423	-21%	-$323K	0.01%	576
2025 Q3	$1.54M	Buy	30,611 +13,174	+76%	+$647K	0.02%	455
2025 Q2	$852K	Sell	17,437 -3,976	-19%	-$194K	0.01%	574
2025 Q1	$1.06M	Buy	21,413 +465	+2%	+$23.3K	0.02%	469
2024 Q4	$1.05M	Buy	20,948 +7,530	+56%	+$381K	0.02%	469
2024 Q3	$686K	Buy	13,418 +3,531	+36%	+$179K	0.01%	545
2024 Q2	$495K	Buy	9,887 +300	+3%	+$15K	0.01%	555
2024 Q1	$478K	Sell	9,587 -69,974	-88%	-$3.55M	0.01%	572
2023 Q4	$4.06M	Buy	+79,561	New	+$3.9M	0.1%	170
2021 Q2	–	Sell	-43,862	Closed	-$2.4M	–	319
2021 Q1	$2.4M	Buy	+43,862	New	+$2.41M	0.24%	94

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

NewEdge Wealth's VTEB Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q2 2026, selling an estimated $47.6K and leaving 24,215 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #609.

NewEdge Wealth first reported a position in VTEB in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.06M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

NewEdge Wealth held 24,215 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.22M as of Q2 2026.
NewEdge Wealth sold 947 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $47.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #609 holding.
NewEdge Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 12 quarters since.
NewEdge Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.06M in Q4 2023.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.