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

Revisor 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 		$973K Sell
19,230
-4,716
-20% -$237K 0.23% 108
2026
Q1 		$1.19M Sell
23,946
-3,288
-12% -$166K 0.33% 74
2025
Q4 		$1.37M Buy
27,234
+5,518
+25% +$278K 0.37% 61
2025
Q3 		$1.09M Sell
21,716
-253
-1% -$12.4K 0.38% 56
2025
Q2 		$1.08M Buy
21,969
+2,821
+15% +$138K 0.39% 49
2025
Q1 		$950K Buy
19,148
+9,961
+108% +$498K 0.42% 45
2024
Q4 		$461K Sell
9,187
-18,374
-67% -$929K 0.42% 48
2024
Q3 		$1.41M Buy
27,561
+18,374
+200% +$931K 0.88% 22
2024
Q2 		$460K Buy
+9,187
New +$460K 0.32% 61
2024
Q1 		– Sell
-20,713
Closed -$1.06M – 203
2023
Q4 		$1.06M Buy
20,713
+13,882
+203% +$681K 1.22% 14
2023
Q3 		$329K Buy
+6,831
New +$338K 0.28% 95

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

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

Revisor Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q2 2026, selling an estimated $237K and leaving 19,230 shares worth $973K. The position accounts for 0.23% of the portfolio, ranked #108.

Revisor Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Revisor Wealth Management held 19,230 shares of Vanguard Tax-Exempt Bond Index Fund worth $973K as of Q2 2026.
  • Revisor Wealth Management sold 4,716 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $237K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Revisor Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Revisor Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • Revisor Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.41M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.