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

Smallwood Wealth Investment 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
Q2 		$26.3K Hold
519
– – 0.01% 249
2026
Q1 		$25.9K Buy
+519
New +$26.2K 0.01% 236

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Smallwood Wealth Investment Management's VTEB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 519 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #249.

Smallwood Wealth Investment Management first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Smallwood Wealth Investment Management held 519 shares of Vanguard Tax-Exempt Bond Index Fund worth $26.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #249 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.