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

Rialto 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	$2.6M	Buy	51,419 +19,114	+59%	+$960K	0.51%	45
2026 Q1	$1.61M	Buy	32,305 +442	+1%	+$22.3K	0.36%	55
2025 Q4	$1.6M	Sell	31,863 -10,144	-24%	-$510K	0.38%	50
2025 Q3	$2.1M	Sell	42,007 -305	-0.7%	-$15K	0.54%	42
2025 Q2	$2.07M	Buy	42,312 +6,921	+20%	+$338K	0.58%	45
2025 Q1	$1.76M	Sell	35,391 -979	-3%	-$49K	0.55%	45
2024 Q4	$1.82M	Buy	+36,370	New	+$1.84M	0.6%	43

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

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

Rialto Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 59% in Q2 2026, buying an estimated $960K and bringing the position to 51,419 shares worth $2.6M. The position accounts for 0.51% of the portfolio, ranked #45.

Rialto Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Rialto Wealth Management held 51,419 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.6M as of Q2 2026.
Rialto Wealth Management bought 19,114 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $960K.
Vanguard Tax-Exempt Bond Index Fund made up 0.51% of Rialto Wealth Management's portfolio in Q2 2026, its #45 holding.
Rialto Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.