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

Raffa 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 		$175K Buy
3,463
+49
+1% +$2.46K 0.02% 100
2026
Q1 		$170K Buy
3,414
+2,255
+195% +$114K 0.03% 93
2025
Q4 		$58.3K Buy
1,159
+493
+74% +$24.8K 0.01% 151
2025
Q3 		$33.4K Sell
666
-1,322
-66% -$65K 0.01% 188
2025
Q2 		$97.5K Buy
1,988
+943
+90% +$46.1K 0.02% 129
2025
Q1 		$51.9K Buy
1,045
+27
+3% +$1.35K 0.01% 144
2024
Q4 		$51K Buy
1,018
+21
+2% +$1.06K 0.01% 148
2024
Q3 		$50.9K Sell
997
-267
-21% -$13.5K 0.01% 143
2024
Q2 		$63.4K Buy
1,264
+225
+22% +$11.3K 0.02% 184
2024
Q1 		$52.6K Buy
1,039
+245
+31% +$12.4K 0.02% 187
2023
Q4 		$40.5K Sell
794
-287
-27% -$14.1K 0.01% 142
2023
Q3 		$52K Buy
1,081
+619
+134% +$30.7K 0.02% 127
2023
Q2 		$23.2K Buy
462
+62
+16% +$3.12K 0.01% 189
2023
Q1 		$20.3K Buy
400
+1
+0.3% +$50 0.01% 215
2022
Q4 		$19.7K Sell
399
-280
-41% -$13.7K 0.01% 207
2022
Q3 		$32.7K Buy
679
+328
+93% +$16.4K 0.01% 169
2022
Q2 		$17.5K Buy
351
+21
+6% +$1.05K 0.01% 218
2022
Q1 		$17K Buy
330
+60
+22% +$3.19K 0.01% 231
2021
Q4 		$14.8K Buy
270
+162
+150% +$8.88K ﹤0.01% 246
2021
Q3 		$5.94K Buy
108
+91
+535% +$5.03K ﹤0.01% 344
2021
Q2 		$951 Hold
17
– – ﹤0.01% 848
2021
Q1 		$936 Hold
17
– – ﹤0.01% 848
2020
Q4 		$943 Buy
+17
New +$928 ﹤0.01% 750

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's VTEB Position: Q2 2026 in Review

Raffa Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, buying an estimated $2.46K and bringing the position to 3,463 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #100.

Raffa Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 1,363 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Raffa Wealth Management held 3,463 shares of Vanguard Tax-Exempt Bond Index Fund worth $175K as of Q2 2026.
  • Raffa Wealth Management bought 49 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.46K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Raffa Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Raffa Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.