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

Silverlake 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	$1.82M	Sell	36,560 -2,130	-6%	-$108K	0.38%	83
2025 Q4	$1.95M	Buy	38,690 +5,025	+15%	+$253K	0.43%	68
2025 Q3	$1.69M	Buy	33,665 +1,708	+5%	+$83.9K	0.41%	78
2025 Q2	$1.57M	Buy	+31,957	New	+$1.56M	0.46%	72

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

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

Silverlake Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q1 2026, selling an estimated $108K and leaving 36,560 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #83.

Silverlake Wealth Management first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Silverlake Wealth Management held 36,560 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.82M as of Q1 2026.
Silverlake Wealth Management sold 2,130 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $108K.
Vanguard Tax-Exempt Bond Index Fund made up 0.38% of Silverlake Wealth Management's portfolio in Q1 2026, its #83 holding.
Silverlake Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
Silverlake Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.95M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.