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

Revolve Wealth Partners’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 		$960K Sell
18,980
-1,105
-6% -$55.5K 0.1% 112
2026
Q1 		$1M Sell
20,085
-5,790
-22% -$292K 0.13% 84
2025
Q4 		$1.3M Buy
25,875
+3,372
+15% +$170K 0.15% 76
2025
Q3 		$1.13M Sell
22,503
-1,137
-5% -$55.9K 0.14% 80
2025
Q2 		$1.16M Sell
23,640
-8,029
-25% -$392K 0.15% 77
2025
Q1 		$1.57M Buy
31,669
+18,048
+133% +$903K 0.23% 62
2024
Q4 		$683K Sell
13,621
-6,164
-31% -$312K 0.1% 96
2024
Q3 		$1.01M Buy
19,785
+554
+3% +$28.1K 0.15% 76
2024
Q2 		$964K Sell
19,231
-943
-5% -$47.2K 0.16% 69
2024
Q1 		$1.02M Buy
20,174
+1,631
+9% +$82.7K 0.17% 66
2023
Q4 		$947K Sell
18,543
-12,969
-41% -$636K 0.18% 62
2023
Q3 		$1.52M Buy
31,512
+3,250
+11% +$161K 0.35% 55
2023
Q2 		$1.42M Sell
28,262
-24
-0.1% -$1.21K 0.33% 52
2023
Q1 		$1.43M Sell
28,286
-30,961
-52% -$1.55M 0.36% 50
2022
Q4 		$2.93M Sell
59,247
-6,744
-10% -$330K 0.84% 26
2022
Q3 		$3.18M Sell
65,991
-7,048
-10% -$352K 1.06% 23
2022
Q2 		$3.65M Buy
73,039
+67,643
+1,254% +$3.39M 1.2% 21
2022
Q1 		$278K Sell
5,396
-2,069
-28% -$110K 0.08% 108
2021
Q4 		$410K Buy
+7,465
New +$409K 0.12% 88

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

Revolve Wealth Partners's VTEB Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q2 2026, selling an estimated $55.5K and leaving 18,980 shares worth $960K. The position accounts for 0.1% of the portfolio, ranked #112.

Revolve Wealth Partners first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.65M in Q2 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Revolve Wealth Partners held 18,980 shares of Vanguard Tax-Exempt Bond Index Fund worth $960K as of Q2 2026.
  • Revolve Wealth Partners sold 1,105 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $55.5K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Revolve Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.65M in Q2 2022.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.