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Single Point Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Single Point Partners’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 		$16.6M Buy
329,001
+11,575
+4% +$582K 2.93% 8
2026
Q1 		$15.8M Buy
317,426
+3,528
+1% +$178K 3.15% 8
2025
Q4 		$15.8M Buy
313,898
+2,441
+0.8% +$123K 3.12% 8
2025
Q3 		$15.6M Buy
311,457
+6,443
+2% +$317K 3.17% 8
2025
Q2 		$15M Buy
305,014
+43,247
+17% +$2.11M 3.27% 8
2025
Q1 		$13M Buy
261,767
+26,299
+11% +$1.32M 3.05% 9
2024
Q4 		$11.8M Buy
+235,468
New +$11.9M 2.72% 9
2024
Q2 		– Sell
-236,915
Closed -$12M – 75
2024
Q1 		$12M Buy
236,915
+2,545
+1% +$129K 2.78% 9
2023
Q4 		$12M Buy
234,370
+67,394
+40% +$3.3M 2.98% 9
2023
Q3 		$8.03M Buy
+166,976
New +$8.27M 2.11% 12
2023
Q2 		– Sell
-181,142
Closed -$9.18M – 161
2023
Q1 		$9.18M Buy
181,142
+12,165
+7% +$611K 2.01% 11
2022
Q4 		$8.36M Sell
168,977
-77,172
-31% -$3.77M 2.01% 11
2022
Q3 		$11.8M Buy
246,149
+61,144
+33% +$3.06M 3.25% 8
2022
Q2 		$9.23M Buy
+185,005
New +$9.27M 2.52% 7

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

Single Point Partners's VTEB Position: Q2 2026 in Review

Single Point Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, buying an estimated $582K and bringing the position to 329,001 shares worth $16.6M. The position accounts for 2.93% of the portfolio, ranked #8.

Single Point Partners first reported a position in VTEB in Q2 2022 and has held it in 14 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Single Point Partners held 329,001 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.6M as of Q2 2026.
  • Single Point Partners bought 11,575 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $582K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.93% of Single Point Partners's portfolio in Q2 2026, its #8 holding.
  • Single Point Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 14 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.