QPWM
VTEB icon

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
Q2 		– Sell
-7,956
Closed -$397K – 301
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
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

Quadrant Private Wealth Management's VTEB Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 7,956 shares — an estimated $397K sold.

Quadrant Private Wealth Management first reported a position in VTEB in Q3 2023 and held it in 11 quarters. The position peaked at $866K in Q2 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 7,956 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $397K.
  • Quadrant Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 11 quarters.
  • Quadrant Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $866K in Q2 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.