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Sound Income Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sound Income Strategies’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 		– Sell
-1,985
Closed -$99.1K – 2358
2026
Q1 		$99.1K Buy
1,985
+104
+6% +$5.25K ﹤0.01% 607
2025
Q4 		$95.2K Buy
1,881
+1,049
+126% +$52.8K ﹤0.01% 595
2025
Q3 		$41.7K Buy
832
+780
+1,500% +$38.3K ﹤0.01% 597
2025
Q2 		$2.55K Sell
52
-15
-22% -$733 ﹤0.01% 1221
2025
Q1 		$3.33K Hold
67
– – ﹤0.01% 1145
2024
Q4 		$3.36K Hold
67
– – ﹤0.01% 1075
2024
Q3 		$3.42K Hold
67
– – ﹤0.01% 1030
2024
Q2 		$3.36K Hold
67
– – ﹤0.01% 1024
2024
Q1 		$3.39K Buy
67
+52
+347% +$2.64K ﹤0.01% 967
2023
Q4 		$766 Sell
15
-1,234
-99% -$60.5K ﹤0.01% 1194
2023
Q3 		$60.1K Buy
+1,249
New +$61.9K 0.01% 287
2023
Q2 		– Sell
-768
Closed -$38.9K – 1175
2023
Q1 		$38.9K Hold
768
– – ﹤0.01% 312
2022
Q4 		$38K Buy
+768
New +$37.5K ﹤0.01% 290

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Sound Income Strategies's VTEB Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 1,985 shares — an estimated $99.1K sold.

Sound Income Strategies first reported a position in VTEB in Q4 2022 and held it in 13 quarters. The position peaked at $99.1K in Q1 2026. 1,179 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,985 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $99.1K.
  • Sound Income Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 13 quarters.
  • Sound Income Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $99.1K in Q1 2026.
  • 1,179 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.