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

SHP 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 		$350K Buy
+6,927
New +$348K 0.02% 220
2026
Q1 		– Sell
-8
Closed -$402 – 1916
2025
Q4 		$402 Buy
+8
New +$403 ﹤0.01% 1390

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

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

SHP Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 6,927 shares worth $350K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings. This is a return to the name: SHP Wealth Management previously reported a position in VTEB as recently as Q4 2025.

SHP Wealth Management first reported a position in VTEB in Q4 2025 and has held it in 2 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • SHP Wealth Management held 6,927 shares of Vanguard Tax-Exempt Bond Index Fund worth $350K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new SHP Wealth Management position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #220 holding.
  • SHP Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.