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

Shakespeare 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	$1.08M	Sell	21,338 -7,181	-25%	-$361K	0.29%	30
2026 Q1	$1.42M	Sell	28,519 -5,041	-15%	-$255K	0.34%	34
2025 Q4	$1.69M	Buy	33,560 +450	+1%	+$22.6K	0.37%	31
2025 Q3	$1.66M	Buy	33,110 +92	+0.3%	+$4.52K	0.38%	31
2025 Q2	$1.62M	Buy	33,018 +6,089	+23%	+$297K	0.43%	29
2025 Q1	$1.34M	Buy	26,929 +7,255	+37%	+$363K	0.36%	33
2024 Q4	$986K	Buy	19,674 +2,252	+13%	+$114K	0.27%	39
2024 Q3	$891K	Buy	17,422 +7,604	+77%	+$385K	0.23%	42
2024 Q2	$492K	Buy	+9,818	New	+$491K	0.14%	59

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

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

Shakespeare Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q2 2026, selling an estimated $361K and leaving 21,338 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #30.

Shakespeare Wealth Management first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Shakespeare Wealth Management held 21,338 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.08M as of Q2 2026.
Shakespeare Wealth Management sold 7,181 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $361K.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Shakespeare Wealth Management's portfolio in Q2 2026, its #30 holding.
Shakespeare Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
Shakespeare Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.69M in Q4 2025.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.