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

Regimen 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 		$26.3M Buy
519,938
+14,388
+3% +$723K 7.09% 5
2026
Q1 		$25.2M Buy
505,550
+59,670
+13% +$3.01M 7.37% 5
2025
Q4 		$22.4M Buy
445,880
+9,879
+2% +$497K 6.56% 3
2025
Q3 		$21.8M Buy
436,001
+1,682
+0.4% +$82.7K 6.48% 3
2025
Q2 		$21.3M Buy
434,319
+400,759
+1,194% +$19.6M 6.61% 3
2025
Q1 		$1.67M Sell
33,560
-1,431
-4% -$71.6K 0.54% 24
2024
Q4 		$1.75M Buy
34,991
+365
+1% +$18.5K 0.57% 24
2024
Q3 		$1.77M Buy
34,626
+269
+0.8% +$13.6K 0.57% 23
2024
Q2 		$1.72M Buy
34,357
+266
+0.8% +$13.3K 0.59% 23
2024
Q1 		$1.72M Buy
34,091
+174
+0.5% +$8.82K 0.6% 22
2023
Q4 		$1.73M Sell
33,917
-3,790
-10% -$186K 0.66% 22
2023
Q3 		$1.81M Buy
37,707
+268
+0.7% +$13.3K 0.74% 22
2023
Q2 		$1.88M Buy
37,439
+254
+0.7% +$12.8K 0.78% 21
2023
Q1 		$1.88M Sell
37,185
-147,750
-80% -$7.42M 0.82% 21
2022
Q4 		$9.15M Buy
+184,935
New +$9.04M 6.13% 7

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

Regimen Wealth's VTEB Position: Q2 2026 in Review

Regimen Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q2 2026, buying an estimated $723K and bringing the position to 519,938 shares worth $26.3M. The position accounts for 7.09% of the portfolio, ranked #5.

Regimen Wealth first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Regimen Wealth held 519,938 shares of Vanguard Tax-Exempt Bond Index Fund worth $26.3M as of Q2 2026.
  • Regimen Wealth bought 14,388 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $723K.
  • Vanguard Tax-Exempt Bond Index Fund made up 7.09% of Regimen Wealth's portfolio in Q2 2026, its #5 holding.
  • Regimen Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.