RA
VTEB icon

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
Q2 		$275K Hold
5,440
– – 0.1% 106
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 $1.81T 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

Ruggaard & Associates's VTEB Position: Q2 2026 in Review

Ruggaard & Associates held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,440 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #106.

Ruggaard & Associates first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Ruggaard & Associates held 5,440 shares of Vanguard Tax-Exempt Bond Index Fund worth $275K as of Q2 2026.
  • Ruggaard & Associates left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Ruggaard & Associates's portfolio in Q2 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 6 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.