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

Quadrant Private Wealth Management’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	$397K	Buy	7,956 +18	+0.2%	+$909	0.06%	206
2025 Q4	$399K	Sell	7,938 -146	-2%	-$7.35K	0.07%	193
2025 Q3	$405K	Sell	8,084 -3,663	-31%	-$180K	0.07%	177
2025 Q2	$576K	Buy	11,747 +272	+2%	+$13.3K	0.12%	138
2025 Q1	$569K	Sell	11,475 -4,110	-26%	-$206K	0.14%	127
2024 Q4	$781K	Buy	15,585 +3,050	+24%	+$154K	0.19%	107
2024 Q3	$641K	Sell	12,535 -4,747	-27%	-$241K	0.16%	127
2024 Q2	$866K	Buy	17,282 +9,748	+129%	+$488K	0.2%	100
2024 Q1	$381K	Sell	7,534 -914	-11%	-$46.3K	0.1%	162
2023 Q4	$431K	Buy	8,448 +2,041	+32%	+$100K	0.12%	144
2023 Q3	$308K	Buy	+6,407	New	+$317K	0.1%	159

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

Quadrant Private Wealth Management's VTEB Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.23% in Q1 2026, buying an estimated $909 and bringing the position to 7,956 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #206.

Quadrant Private Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. The position peaked at $866K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Quadrant Private Wealth Management held 7,956 shares of Vanguard Tax-Exempt Bond Index Fund worth $397K as of Q1 2026.
Quadrant Private Wealth Management bought 18 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $909.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #206 holding.
Quadrant Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
Quadrant Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $866K in Q2 2024.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.