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

Rede 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 		$3.22M Sell
63,573
-3,355
-5% -$169K 1.06% 12
2026
Q1 		$3.34M Sell
66,928
-390
-0.6% -$19.7K 1.2% 9
2025
Q4 		$3.39M Buy
+67,318
New +$3.39M 1.18% 10
2025
Q3 		– Sell
-58,546
Closed -$2.87M – 182
2025
Q2 		$2.87M Sell
58,546
-229
-0.4% -$11.2K 1.04% 11
2025
Q1 		$2.92M Buy
58,775
+9,922
+20% +$496K 1.03% 11
2024
Q4 		$2.45M Buy
48,853
+1,444
+3% +$73K 0.94% 12
2024
Q3 		$2.42M Buy
47,409
+1,076
+2% +$54.5K 0.93% 12
2024
Q2 		$2.32M Buy
46,333
+8,016
+21% +$401K 2.14% 13
2024
Q1 		$1.94M Sell
38,317
-20,921
-35% -$1.06M 0.81% 13
2023
Q4 		$3.02M Sell
59,238
-44,609
-43% -$2.19M 1.43% 9
2023
Q3 		$5M Sell
103,847
-2,080
-2% -$103K 2.5% 4
2023
Q2 		$5.32M Sell
105,927
-76
-0.1% -$3.82K 2.53% 4
2023
Q1 		$5.37M Buy
106,003
+16,600
+19% +$833K 2.8% 4
2022
Q4 		$4.42M Sell
89,403
-3,522
-4% -$172K 2.36% 4
2022
Q3 		$4.47M Buy
92,925
+26,971
+41% +$1.35M 2.66% 4
2022
Q2 		$3.29M Buy
+65,954
New +$3.31M 1.91% 4

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

Rede Wealth's VTEB Position: Q2 2026 in Review

Rede Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5% in Q2 2026, selling an estimated $169K and leaving 63,573 shares worth $3.22M. The position accounts for 1.06% of the portfolio, ranked #12.

Rede Wealth first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.37M in Q1 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Rede Wealth held 63,573 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.22M as of Q2 2026.
  • Rede Wealth sold 3,355 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $169K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.06% of Rede Wealth's portfolio in Q2 2026, its #12 holding.
  • Rede Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Rede Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.37M in Q1 2023.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.