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

Simplicity Wealth’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	$4.98M	Buy	98,454 +23,405	+31%	+$1.18M	0.17%	133
2026 Q1	$3.74M	Buy	75,049 +15,851	+27%	+$800K	0.21%	106
2025 Q4	$2.98M	Buy	59,198 +6,180	+12%	+$311K	0.18%	126
2025 Q3	$2.65M	Sell	53,018 -73,187	-58%	-$3.6M	0.15%	147
2025 Q2	$6.19M	Buy	126,205 +75,018	+147%	+$3.66M	0.26%	86
2025 Q1	$2.54M	Buy	51,187 +30,186	+144%	+$1.51M	0.2%	129
2024 Q4	$1.05M	Buy	+21,001	New	+$1.06M	0.22%	89
2024 Q3	–	Sell	-1,413,271	Closed	-$70.8M	–	1202
2024 Q2	$70.8M	Sell	1,413,271 -20,872	-1%	-$1.04M	1.6%	9
2024 Q1	$72.6M	Buy	+1,434,143	New	+$72.7M	1.73%	8

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

Simplicity Wealth's VTEB Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 31% in Q2 2026, buying an estimated $1.18M and bringing the position to 98,454 shares worth $4.98M. The position accounts for 0.17% of the portfolio, ranked #133.

Simplicity Wealth first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $72.6M in Q1 2024. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Simplicity Wealth held 98,454 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.98M as of Q2 2026.
Simplicity Wealth bought 23,405 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.18M.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Simplicity Wealth's portfolio in Q2 2026, its #133 holding.
Simplicity Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $72.6M in Q1 2024.
1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.