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

RWA 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
Q1 		$212M Buy
4,250,870
+236,121
+6% +$11.9M 2.32% 8
2025
Q4 		$202M Buy
4,014,749
+174,072
+5% +$8.76M 2.21% 9
2025
Q3 		$192M Buy
3,840,677
+202,642
+6% +$9.96M 2.18% 10
2025
Q2 		$178M Buy
3,638,035
+205,063
+6% +$10M 2.23% 9
2025
Q1 		$170M Buy
3,432,972
+96,450
+3% +$4.83M 2.15% 8
2024
Q4 		$167M Buy
3,336,522
+60,706
+2% +$3.07M 2.06% 10
2024
Q3 		$167M Buy
3,275,816
+90,216
+3% +$4.57M 2.09% 9
2024
Q2 		$160M Buy
3,185,600
+21,917
+0.7% +$1.1M 2.11% 10
2024
Q1 		$160M Buy
3,163,683
+109,692
+4% +$5.56M 2.15% 8
2023
Q4 		$156M Sell
3,053,991
-4,398,013
-59% -$216M 2.22% 9
2023
Q3 		$358M Buy
7,452,004
+264,847
+4% +$13.1M 7.81% 5
2023
Q2 		$361M Buy
7,187,157
+211,653
+3% +$10.6M 7.9% 5
2023
Q1 		$353M Buy
6,975,504
+231,308
+3% +$11.6M 8.48% 5
2022
Q4 		$339M Buy
6,744,196
+4,488,039
+199% +$219M 8.44% 5
2022
Q3 		$109M Buy
2,256,157
+53,001
+2% +$2.65M 7.65% 3
2022
Q2 		$110M Buy
2,203,156
+628,141
+40% +$31.5M 7.42% 3
2022
Q1 		$81.2M Buy
1,575,015
+424,373
+37% +$22.6M 5.25% 2
2021
Q4 		$63.2M Sell
1,150,642
-56,808
-5% -$3.11M 4.24% 4
2021
Q3 		$66.1M Buy
1,207,450
+34,771
+3% +$1.92M 4.93% 3
2021
Q2 		$64.8M Buy
1,172,679
+34,006
+3% +$1.87M 4.84% 3
2021
Q1 		$62.2M Buy
1,138,673
+141,601
+14% +$7.78M 5.02% 3
2020
Q4 		$55M Buy
997,072
+27,925
+3% +$1.52M 4.88% 4
2020
Q3 		$52.8M Buy
969,147
+403,705
+71% +$22M 5.55% 4
2020
Q2 		$30.6M Buy
565,442
+143,571
+34% +$7.65M 3.74% 7
2020
Q1 		$22.3M Buy
421,871
+89,770
+27% +$4.81M 3.16% 8
2019
Q4 		$17.8M Buy
332,101
+69,306
+26% +$3.71M 1.76% 13
2019
Q3 		$14.1M Buy
262,795
+2,724
+1% +$146K 1.49% 17
2019
Q2 		$13.8M Sell
260,071
-3,230
-1% -$170K 1.48% 19
2019
Q1 		$13.7M Buy
263,301
+91
+0% +$4.68K 1.57% 16
2018
Q4 		$13.4M Buy
+263,210
New +$13.3M 1.77% 13

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

RWA Wealth Partners's VTEB Position: Q1 2026 in Review

RWA Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.9% in Q1 2026, buying an estimated $11.9M and bringing the position to 4,250,870 shares worth $212M. The position accounts for 2.32% of the portfolio, ranked #8.

RWA Wealth Partners first reported a position in VTEB in Q4 2018 and has held it in 30 quarters since. The position peaked at $361M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • RWA Wealth Partners held 4,250,870 shares of Vanguard Tax-Exempt Bond Index Fund worth $212M as of Q1 2026.
  • RWA Wealth Partners bought 236,121 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $11.9M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.32% of RWA Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • RWA Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 30 quarters since.
  • RWA Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $361M in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.