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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's VTEB Position: Q1 2026 in Review

SHP Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 8 shares — an estimated $402 sold.

SHP Wealth Management first reported a position in VTEB in Q4 2025 and held it in 1 quarter. The position peaked at $402 in Q4 2025. 1,349 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • SHP Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 8 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $402.
  • SHP Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $402 in Q4 2025.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.