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 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 $1.56T 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

Schwallier Wealth Management's VTEB Position: Q1 2026 in Review

Schwallier Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q1 2026, buying an estimated $131K and bringing the position to 19,864 shares worth $991K. The position accounts for 0.72% of the portfolio, ranked #19.

Schwallier Wealth Management first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Schwallier Wealth Management held 19,864 shares of Vanguard Tax-Exempt Bond Index Fund worth $991K as of Q1 2026.
Schwallier Wealth Management bought 2,602 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $131K.
Vanguard Tax-Exempt Bond Index Fund made up 0.72% of Schwallier Wealth Management's portfolio in Q1 2026, its #19 holding.
Schwallier Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.