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

Schwallier 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	$1.44M	Buy	28,517 +8,653	+44%	+$435K	0.91%	21
2026 Q1	$991K	Buy	19,864 +2,602	+15%	+$131K	0.72%	19
2025 Q4	$873K	Buy	17,262 +798	+5%	+$40.2K	0.56%	19
2025 Q3	$824K	Buy	16,464 +5,899	+56%	+$290K	0.51%	21
2025 Q2	$518K	Buy	10,565 +3,958	+60%	+$193K	0.32%	29
2025 Q1	$328K	Buy	+6,607	New	+$331K	0.24%	37

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

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

Schwallier Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 44% in Q2 2026, buying an estimated $435K and bringing the position to 28,517 shares worth $1.44M. The position accounts for 0.91% of the portfolio, ranked #21.

Schwallier Wealth Management 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.

Schwallier Wealth Management held 28,517 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.44M as of Q2 2026.
Schwallier Wealth Management bought 8,653 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $435K.
Vanguard Tax-Exempt Bond Index Fund made up 0.91% of Schwallier Wealth Management's portfolio in Q2 2026, its #21 holding.
Schwallier Wealth Management 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 Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.