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Ruggaard & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ruggaard & Associates’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
Q1 		$271K Hold
5,440
– – 0.11% 106
2025
Q4 		$274K Hold
5,440
– – 0.11% 102
2025
Q3 		$272K Hold
5,440
– – 0.1% 101
2025
Q2 		$267K Hold
5,440
– – 0.11% 99
2025
Q1 		$270K Buy
+5,440
New +$272K 0.12% 96

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ruggaard & Associates's VTEB Position: Q1 2026 in Review

Ruggaard & Associates held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 5,440 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #106.

Ruggaard & Associates first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Ruggaard & Associates held 5,440 shares of Vanguard Tax-Exempt Bond Index Fund worth $271K as of Q1 2026.
  • Ruggaard & Associates left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Ruggaard & Associates's portfolio in Q1 2026, its #106 holding.
  • Ruggaard & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Ruggaard & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $274K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.