QWP
VTEB icon

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

Quotient 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 		$24.3M Buy
487,296
+15,007
+3% +$758K 0.64% 22
2025
Q4 		$23.8M Buy
472,289
+10,536
+2% +$530K 0.63% 23
2025
Q3 		$23.1M Sell
461,753
-17,151
-4% -$843K 0.63% 22
2025
Q2 		$23.5M Buy
478,904
+17,010
+4% +$831K 0.69% 21
2025
Q1 		$22.9M Buy
461,894
+56,833
+14% +$2.84M 0.73% 21
2024
Q4 		$20.3M Buy
405,061
+30,337
+8% +$1.53M 0.66% 23
2024
Q3 		$19.2M Buy
374,724
+4,573
+1% +$232K 0.63% 23
2024
Q2 		$18.5M Buy
370,151
+55,419
+18% +$2.77M 0.65% 23
2024
Q1 		$15.9M Buy
314,732
+40,987
+15% +$2.08M 0.57% 25
2023
Q4 		$14M Buy
+273,745
New +$13.4M 0.54% 31

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quotient Wealth Partners's VTEB Position: Q1 2026 in Review

Quotient Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.2% in Q1 2026, buying an estimated $758K and bringing the position to 487,296 shares worth $24.3M. The position accounts for 0.64% of the portfolio, ranked #22.

Quotient Wealth Partners first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Quotient Wealth Partners held 487,296 shares of Vanguard Tax-Exempt Bond Index Fund worth $24.3M as of Q1 2026.
  • Quotient Wealth Partners bought 15,007 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $758K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.64% of Quotient Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Quotient Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.