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Smartleaf Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Smartleaf Asset 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 		$9.35M Hold
184,559
– – 0.3% 64
2026
Q1 		$9.19M Buy
184,559
+20,256
+12% +$1.02M 0.33% 58
2025
Q4 		$8.26M Buy
164,303
+162,930
+11,867% +$8.2M 0.31% 63
2025
Q3 		$68.7K Buy
1,373
+963
+235% +$47.3K ﹤0.01% 1246
2025
Q2 		$20.1K Buy
410
+36
+10% +$1.76K ﹤0.01% 1552
2025
Q1 		$18.5K Buy
374
+60
+19% +$3K ﹤0.01% 1643
2024
Q4 		$15.7K Hold
314
– – ﹤0.01% 1783
2024
Q3 		$16.1K Hold
314
– – ﹤0.01% 1480
2024
Q2 		$15.8K Sell
314
-147
-32% -$7.36K ﹤0.01% 1147
2024
Q1 		$23.3K Buy
461
+160
+53% +$8.11K ﹤0.01% 829
2023
Q4 		$15.4K Buy
+301
New +$14.8K ﹤0.01% 712

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

Smartleaf Asset Management's VTEB Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 184,559 shares worth $9.35M. The position accounts for 0.3% of the portfolio, ranked #64.

Smartleaf Asset Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Smartleaf Asset Management held 184,559 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.35M as of Q2 2026.
  • Smartleaf Asset Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Smartleaf Asset Management's portfolio in Q2 2026, its #64 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.