NVWM LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NVWM LLC’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	$2.82K	Buy	56 +3	+6%	+$151	﹤0.01%	441
2026 Q1	$2.66K	Buy	53 +3	+6%	+$151	﹤0.01%	427
2025 Q4	$2.52K	Buy	50 +6	+14%	+$302	﹤0.01%	438
2025 Q3	$2.23K	Buy	44 +6	+16%	+$295	﹤0.01%	420
2025 Q2	$1.87K	Buy	38 +22	+138%	+$1.07K	﹤0.01%	432
2025 Q1	$794	Buy	+16	New	+$800	﹤0.01%	516
2024 Q2	–	Sell	-3,283	Closed	-$166K	–	672
2024 Q1	$166K	Hold	3,283	–	–	0.05%	192
2023 Q4	$168K	Hold	3,283	–	–	0.05%	190
2023 Q3	$158K	Sell	3,283 -6,300	-66%	-$312K	0.05%	189
2023 Q2	$481K	Hold	9,583	–	–	0.16%	159
2023 Q1	$485K	Buy	9,583 +331	+4%	+$16.6K	0.16%	166
2022 Q4	$458K	Buy	9,252 +5,638	+156%	+$276K	0.17%	154
2022 Q3	$174K	Hold	3,614	–	–	0.07%	184
2022 Q2	$180K	Hold	3,614	–	–	0.07%	183
2022 Q1	$186K	Buy	3,614 +662	+22%	+$35.2K	0.06%	194
2021 Q4	$162K	Hold	2,952	–	–	0.05%	195
2021 Q3	$162K	Buy	+2,952	New	+$163K	0.06%	192

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

NVWM LLC's VTEB Position: Q2 2026 in Review

NVWM LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.7% in Q2 2026, buying an estimated $151 and bringing the position to 56 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

NVWM LLC first reported a position in VTEB in Q3 2021 and has held it in 17 quarters since. The position peaked at $485K in Q1 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

NVWM LLC held 56 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.82K as of Q2 2026.
NVWM LLC bought 3 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $151.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #441 holding.
NVWM LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 17 quarters since.
NVWM LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $485K in Q1 2023.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.