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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SpringVest Wealth Management's VTEB Position: Q1 2026 in Review

SpringVest Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 9,752 shares worth $487K. The position accounts for 0.33% of the portfolio, ranked #44.

SpringVest Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $541K in Q4 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

SpringVest Wealth Management held 9,752 shares of Vanguard Tax-Exempt Bond Index Fund worth $487K as of Q1 2026.
SpringVest Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.33% of SpringVest Wealth Management's portfolio in Q1 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 6 quarters since.
SpringVest Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $541K in Q4 2024.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.