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ShoreHaven Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

ShoreHaven Wealth Partners’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 		$596K Buy
11,783
+353
+3% +$17.7K 0.19% 68
2026
Q1 		$570K Sell
11,430
-3,372
-23% -$170K 0.2% 70
2025
Q4 		$744K Sell
14,802
-388
-3% -$19.5K 0.27% 60
2025
Q3 		$761K Sell
15,190
-7,662
-34% -$377K 0.28% 58
2025
Q2 		$1.12M Buy
22,852
+5,696
+33% +$278K 0.46% 47
2025
Q1 		$851K Sell
17,156
-2,385
-12% -$119K 0.41% 46
2024
Q4 		$980K Buy
19,541
+941
+5% +$47.6K 0.46% 41
2024
Q3 		$951K Sell
18,600
-4,973
-21% -$252K 0.46% 39
2024
Q2 		$1.18M Sell
23,573
-313
-1% -$15.7K 0.62% 33
2024
Q1 		$1.21M Sell
23,886
-385
-2% -$19.5K 0.67% 36
2023
Q4 		$1.24M Buy
24,271
+1,004
+4% +$49.2K 0.75% 34
2023
Q3 		$1.12M Sell
23,267
-29,374
-56% -$1.46M 0.77% 29
2023
Q2 		$2.64M Buy
52,641
+16,412
+45% +$825K 1.77% 20
2023
Q1 		$1.84M Sell
36,229
-4,913
-12% -$247K 1.29% 22
2022
Q4 		$2.04M Buy
+41,142
New +$2.01M 1.44% 19

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's VTEB Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 11,783 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #68.

ShoreHaven Wealth Partners first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • ShoreHaven Wealth Partners held 11,783 shares of Vanguard Tax-Exempt Bond Index Fund worth $596K as of Q2 2026.
  • ShoreHaven Wealth Partners bought 353 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $17.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • ShoreHaven Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • ShoreHaven Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.64M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.