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

Spire Wealth 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 		$4.74M Buy
93,768
+3,335
+4% +$168K 0.14% 143
2026
Q1 		$4.51M Buy
90,433
+15,176
+20% +$766K 0.15% 140
2025
Q4 		$3.78M Buy
75,257
+28,655
+61% +$1.44M 0.13% 151
2025
Q3 		$2.33M Sell
46,602
-730
-2% -$35.9K 0.08% 202
2025
Q2 		$2.32M Sell
47,332
-16,302
-26% -$796K 0.08% 208
2025
Q1 		$3.16M Sell
63,634
-4,211
-6% -$211K 0.1% 183
2024
Q4 		$3.4M Buy
67,845
+1,266
+2% +$64K 0.11% 165
2024
Q3 		$3.4M Buy
66,579
+792
+1% +$40.1K 0.11% 149
2024
Q2 		$3.3M Sell
65,787
-42,598
-39% -$2.13M 0.12% 167
2024
Q1 		$5.48M Buy
108,385
+765
+0.7% +$38.8K 0.1% 148
2023
Q4 		$5.43M Sell
107,620
-65
-0.1% -$3.19K 0.18% 129
2023
Q3 		$5.18M Sell
107,685
-6,047
-5% -$300K 0.2% 98
2023
Q2 		$5.71M Sell
113,732
-2,580
-2% -$130K 0.21% 95
2023
Q1 		$5.89M Buy
116,312
+65,696
+130% +$3.3M 0.23% 97
2022
Q4 		$2.5M Sell
50,616
-1,946
-4% -$95.1K 0.14% 136
2022
Q3 		$2.53M Sell
52,562
-21,022
-29% -$1.05M 0.15% 124
2022
Q2 		$3.67M Sell
73,584
-35,372
-32% -$1.77M 0.15% 140
2022
Q1 		$5.62M Sell
108,956
-6,295
-5% -$335K 0.15% 147
2021
Q4 		$6.33M Buy
115,251
+4,380
+4% +$240K 0.14% 154
2021
Q3 		$6.07M Sell
110,871
-2,959
-3% -$164K 0.16% 144
2021
Q2 		$6.29M Sell
113,830
-11,165
-9% -$615K 0.17% 142
2021
Q1 		$6.83M Buy
+124,995
New +$6.87M 0.18% 130

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

Spire Wealth Management's VTEB Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q2 2026, buying an estimated $168K and bringing the position to 93,768 shares worth $4.74M. The position accounts for 0.14% of the portfolio, ranked #143.

Spire Wealth Management first reported a position in VTEB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.83M in Q1 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Spire Wealth Management held 93,768 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.74M as of Q2 2026.
  • Spire Wealth Management bought 3,335 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $168K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Spire Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Spire Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.83M in Q1 2021.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.