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

Ritholtz 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	$228K	Buy	+4,507	New	+$226K	﹤0.01%	1186
2026 Q1	–	Sell	-5,352	Closed	-$269K	–	1278
2025 Q4	$269K	Buy	5,352 +41	+0.8%	+$2.06K	﹤0.01%	948
2025 Q3	$266K	Buy	5,311 +1	+0%	+$49	0.01%	885
2025 Q2	$260K	Buy	+5,310	New	+$259K	0.01%	842
2022 Q1	–	Sell	-4,949	Closed	-$272K	–	622
2021 Q4	$272K	Sell	4,949 -501	-9%	-$27.5K	0.02%	430
2021 Q3	$298K	Buy	5,450 +582	+12%	+$32.2K	0.02%	370
2021 Q2	$269K	Buy	4,868 +73	+2%	+$4.02K	0.02%	391
2021 Q1	$262K	Buy	4,795 +14	+0.3%	+$769	0.02%	346
2020 Q4	$264K	Buy	+4,781	New	+$261K	0.03%	282

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

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

Ritholtz Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,507 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in VTEB as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 9 quarters since. The position peaked at $298K in Q3 2021. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Ritholtz Wealth Management held 4,507 shares of Vanguard Tax-Exempt Bond Index Fund worth $228K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Ritholtz Wealth Management position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1186 holding.
Ritholtz Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 9 quarters since.
Ritholtz Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $298K in Q3 2021.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.