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

Retirement Wealth Solutions’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	$130K	Buy	2,566 +499	+24%	+$25.1K	0.07%	65
2026 Q1	$103K	Buy	2,067 +12	+0.6%	+$606	0.07%	63
2025 Q4	$103K	Buy	2,055 +23	+1%	+$1.16K	0.07%	65
2025 Q3	$102K	Buy	2,032 +17	+0.8%	+$836	0.07%	63
2025 Q2	$98.8K	Buy	2,015 +16	+0.8%	+$782	0.07%	61
2025 Q1	$99.2K	Buy	1,999 +11	+0.6%	+$550	0.08%	54
2024 Q4	$98.8K	Buy	+1,988	New	+$101K	0.08%	59

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Wealth Solutions's VTEB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,566 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #65.

Retirement Wealth Solutions first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Retirement Wealth Solutions held 2,566 shares of Vanguard Tax-Exempt Bond Index Fund worth $130K as of Q2 2026.
Retirement Wealth Solutions bought 499 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Retirement Wealth Solutions's portfolio in Q2 2026, its #65 holding.
Retirement Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.