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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smartleaf Asset Management's VTEB Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q1 2026, buying an estimated $1.02M and bringing the position to 184,559 shares worth $9.19M. The position accounts for 0.33% of the portfolio, ranked #58.

Smartleaf Asset Management first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Smartleaf Asset Management held 184,559 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.19M as of Q1 2026.
  • Smartleaf Asset Management bought 20,256 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.02M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.33% of Smartleaf Asset Management's portfolio in Q1 2026, its #58 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.