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

Physician Wealth Solutions’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	$11.7M	Buy	231,559 +2,567	+1%	+$129K	4.44%	10
2026 Q1	$11.4M	Buy	228,992 +10,578	+5%	+$534K	4.73%	8
2025 Q4	$11M	Buy	218,414 +5,177	+2%	+$260K	4.66%	10
2025 Q3	$10.7M	Buy	213,237 +18,381	+9%	+$903K	4.66%	9
2025 Q2	$9.55M	Sell	194,856 -83,256	-30%	-$4.07M	4.43%	10
2025 Q1	$13.8M	Sell	278,112 -10,194	-4%	-$510K	6.93%	4
2024 Q4	$14.5M	Buy	288,306 +8,691	+3%	+$439K	7.24%	3
2024 Q3	$14.1M	Buy	279,615 +93,249	+50%	+$4.73M	7.02%	5
2024 Q2	$9.34M	Buy	186,366 +6,225	+3%	+$311K	6.67%	4
2024 Q1	$9.12M	Buy	180,141 +5,325	+3%	+$270K	7.65%	2
2023 Q4	$8.92M	Buy	+174,816	New	+$8.57M	8.91%	2

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

Physician Wealth Solutions's VTEB Position: Q2 2026 in Review

Physician Wealth Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.1% in Q2 2026, buying an estimated $129K and bringing the position to 231,559 shares worth $11.7M. The position accounts for 4.44% of the portfolio, ranked #10.

Physician Wealth Solutions first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Physician Wealth Solutions held 231,559 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.7M as of Q2 2026.
Physician Wealth Solutions bought 2,567 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $129K.
Vanguard Tax-Exempt Bond Index Fund made up 4.44% of Physician Wealth Solutions's portfolio in Q2 2026, its #10 holding.
Physician Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $14.5M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.