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

Presilium Private 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 		$1.46M Buy
28,767
+1,226
+4% +$61.6K 0.22% 25
2026
Q1 		$1.37M Buy
27,541
+1,957
+8% +$98.8K 0.24% 24
2025
Q4 		$1.29M Sell
25,584
-1,054
-4% -$53K 0.24% 25
2025
Q3 		$1.33M Buy
26,638
+3,640
+16% +$179K 0.25% 25
2025
Q2 		$1.13M Buy
22,998
+1,812
+9% +$88.5K 0.23% 27
2025
Q1 		$1.05M Buy
21,186
+412
+2% +$20.6K 0.24% 31
2024
Q4 		$1.04M Sell
20,774
-80
-0.4% -$4.04K 0.24% 33
2024
Q3 		$1.07M Buy
20,854
+1,948
+10% +$98.7K 0.25% 33
2024
Q2 		$947K Buy
18,906
+437
+2% +$21.9K 0.24% 35
2024
Q1 		$935K Buy
18,469
+8,104
+78% +$411K 0.25% 33
2023
Q4 		$529K Buy
+10,365
New +$508K 0.15% 49

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Presilium Private Wealth's VTEB Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.5% in Q2 2026, buying an estimated $61.6K and bringing the position to 28,767 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #25.

Presilium Private Wealth first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Presilium Private Wealth held 28,767 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.46M as of Q2 2026.
  • Presilium Private Wealth bought 1,226 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $61.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Presilium Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Presilium Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.