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 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 $1.56T 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

Shared Vision Wealth Group's VTEB Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.21% in Q1 2026, selling an estimated $6.72K and leaving 63,402 shares worth $3.16M. The position accounts for 1.29% of the portfolio, ranked #20.

Shared Vision Wealth Group first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q3 2025. 1,346 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Shared Vision Wealth Group held 63,402 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.16M as of Q1 2026.
Shared Vision Wealth Group sold 133 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $6.72K.
Vanguard Tax-Exempt Bond Index Fund made up 1.29% of Shared Vision Wealth Group's portfolio in Q1 2026, its #20 holding.
Shared Vision Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.31M in Q3 2025.
1,346 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.