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

SpringVest 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	$535K	Buy	10,585 +833	+9%	+$41.9K	0.34%	44
2026 Q1	$487K	Hold	9,752	–	–	0.33%	44
2025 Q4	$490K	Hold	9,752	–	–	0.34%	42
2025 Q3	$488K	Sell	9,752 -801	-8%	-$39.4K	0.36%	43
2025 Q2	$517K	Sell	10,553 -247	-2%	-$12.1K	0.42%	39
2025 Q1	$536K	Hold	10,800	–	–	0.44%	35
2024 Q4	$541K	Buy	+10,800	New	+$546K	0.46%	34

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SpringVest Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.5% in Q2 2026, buying an estimated $41.9K and bringing the position to 10,585 shares worth $535K. The position accounts for 0.34% of the portfolio, ranked #44.

SpringVest Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

SpringVest Wealth Management held 10,585 shares of Vanguard Tax-Exempt Bond Index Fund worth $535K as of Q2 2026.
SpringVest Wealth Management bought 833 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $41.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.34% of SpringVest Wealth Management's portfolio in Q2 2026, its #44 holding.
SpringVest Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $541K in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.