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

Sagespring 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	$21.1M	Buy	423,749 +179,889	+74%	+$9.08M	0.39%	42
2025 Q4	$12.3M	Sell	243,860 -20,297	-8%	-$1.02M	0.22%	64
2025 Q3	$13.2M	Sell	264,157 -11,387	-4%	-$560K	0.26%	58
2025 Q2	$13.5M	Sell	275,544 -71,098	-21%	-$3.47M	0.29%	51
2025 Q1	$17.2M	Sell	346,642 -517,311	-60%	-$25.9M	0.43%	40
2024 Q4	$43.3M	Buy	+863,953	New	+$43.7M	1.14%	21

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 74% in Q1 2026, buying an estimated $9.08M and bringing the position to 423,749 shares worth $21.1M. The position accounts for 0.39% of the portfolio, ranked #42.

Sagespring Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.3M in Q4 2024. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Sagespring Wealth Partners held 423,749 shares of Vanguard Tax-Exempt Bond Index Fund worth $21.1M as of Q1 2026.
Sagespring Wealth Partners bought 179,889 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $9.08M.
Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Sagespring Wealth Partners's portfolio in Q1 2026, its #42 holding.
Sagespring Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $43.3M in Q4 2024.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.