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

ORG Wealth Partners’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	$1.06K	Buy	+21	New	+$1.05K	﹤0.01%	646
2026 Q1	–	Sell	-4,100	Closed	-$206K	–	687
2025 Q4	$206K	Buy	4,100 +100	+3%	+$5.03K	0.05%	197
2025 Q3	$200K	Hold	4,000	–	–	0.04%	199
2025 Q2	$196K	Hold	4,000	–	–	0.05%	181
2025 Q1	$199K	Sell	4,000 -1,326	-25%	-$66.3K	0.06%	187
2024 Q4	$267K	Buy	+5,326	New	+$269K	0.08%	106

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

ORG Wealth Partners's VTEB Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 21 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in VTEB as recently as Q4 2025.

ORG Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

ORG Wealth Partners held 21 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.06K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new ORG Wealth Partners position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #646 holding.
ORG Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
ORG Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $267K in Q4 2024.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.