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

Seaside 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	$947K	Hold	18,984	–	–	0.27%	25
2025 Q4	$955K	Sell	18,984 -5,489	-22%	-$276K	0.27%	25
2025 Q3	$1.23M	Sell	24,473 -37	-0.2%	-$1.82K	0.36%	24
2025 Q2	$1.2M	Buy	+24,510	New	+$1.2M	0.38%	23
2025 Q1	–	Sell	-7,553	Closed	-$379K	–	61
2024 Q4	$379K	Sell	7,553 -1,473	-16%	-$74.5K	0.14%	40
2024 Q3	$461K	Hold	9,026	–	–	0.17%	36
2024 Q2	$452K	Buy	+9,026	New	+$452K	0.19%	33

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

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

Seaside Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 18,984 shares worth $947K. The position accounts for 0.27% of the portfolio, ranked #25.

Seaside Wealth Management first reported a position in VTEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Seaside Wealth Management held 18,984 shares of Vanguard Tax-Exempt Bond Index Fund worth $947K as of Q1 2026.
Seaside Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Seaside Wealth Management's portfolio in Q1 2026, its #25 holding.
Seaside Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 7 quarters since.
Seaside Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.23M in Q3 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.