Shared Vision Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Shared Vision Wealth Group’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	$3.39M	Buy	66,942 +3,540	+6%	+$178K	1.16%	19
2026 Q1	$3.16M	Sell	63,402 -133	-0.2%	-$6.72K	1.29%	20
2025 Q4	$3.21M	Sell	63,535 -1,878	-3%	-$94.5K	1.3%	20
2025 Q3	$3.31M	Sell	65,413 -357	-0.5%	-$17.5K	1.4%	18
2025 Q2	$3.2M	Buy	65,770 +1,959	+3%	+$95.7K	1.6%	18
2025 Q1	$3.17M	Buy	63,811 +301	+0.5%	+$15.1K	1.73%	13
2024 Q4	$3.18M	Buy	63,510 +1,774	+3%	+$89.7K	1.68%	12
2024 Q3	$3.16M	Sell	61,736 -2,842	-4%	-$144K	1.69%	12
2024 Q2	$3.24M	Buy	64,578 +1,644	+3%	+$82.3K	1.88%	9
2024 Q1	$3.18M	Sell	62,934 -127	-0.2%	-$6.44K	1.99%	10
2023 Q4	$3.22M	Buy	+63,061	New	+$3.09M	2.15%	9

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

Shared Vision Wealth Group's VTEB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.6% in Q2 2026, buying an estimated $178K and bringing the position to 66,942 shares worth $3.39M. The position accounts for 1.16% of the portfolio, ranked #19.

Shared Vision Wealth Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Shared Vision Wealth Group held 66,942 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.39M as of Q2 2026.
Shared Vision Wealth Group bought 3,540 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $178K.
Vanguard Tax-Exempt Bond Index Fund made up 1.16% of Shared Vision Wealth Group's portfolio in Q2 2026, its #19 holding.
Shared Vision Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.