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

Premier Path 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 Q1	$2.26M	Sell	45,266 -6,477	-13%	-$327K	0.29%	77
2025 Q4	$2.6M	Buy	51,743 +3,241	+7%	+$163K	0.34%	68
2025 Q3	$2.43M	Sell	48,502 -5,304	-10%	-$261K	0.31%	71
2025 Q2	$2.64M	Buy	53,806 +48,077	+839%	+$2.35M	0.37%	60
2025 Q1	$284K	Buy	5,729 +1,332	+30%	+$66.6K	0.04%	311
2024 Q4	$220K	Buy	+4,397	New	+$222K	0.03%	351

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Premier Path Wealth Partners's VTEB Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, selling an estimated $327K and leaving 45,266 shares worth $2.26M. The position accounts for 0.29% of the portfolio, ranked #77.

Premier Path Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.64M in Q2 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Premier Path Wealth Partners held 45,266 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.26M as of Q1 2026.
Premier Path Wealth Partners sold 6,477 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $327K.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Premier Path Wealth Partners's portfolio in Q1 2026, its #77 holding.
Premier Path Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Premier Path Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.64M in Q2 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.