Silver Grove Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Silver Grove Financial 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	$863K	Buy	17,057 +9,643	+130%	+$485K	0.47%	47
2026 Q1	$370K	Buy	7,414 +107	+1%	+$5.4K	0.3%	75
2025 Q4	$367K	Buy	7,307 +393	+6%	+$19.8K	0.32%	65
2025 Q3	$346K	Buy	+6,914	New	+$340K	0.33%	71

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

Silver Grove Financial Group's VTEB Position: Q2 2026 in Review

Silver Grove Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 130% in Q2 2026, buying an estimated $485K and bringing the position to 17,057 shares worth $863K. The position accounts for 0.47% of the portfolio, ranked #47.

Silver Grove Financial Group first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Silver Grove Financial Group held 17,057 shares of Vanguard Tax-Exempt Bond Index Fund worth $863K as of Q2 2026.
Silver Grove Financial Group bought 9,643 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $485K.
Vanguard Tax-Exempt Bond Index Fund made up 0.47% of Silver Grove Financial Group's portfolio in Q2 2026, its #47 holding.
Silver Grove Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.