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

Steelhead 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	$2.57M	Buy	+51,540	New	+$2.6M	1.3%	18

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

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

Steelhead Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 51,540 shares worth $2.57M. The stake represents 1.3% of the portfolio and ranks #18 among its holdings.

1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Steelhead Wealth Management held 51,540 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.57M as of Q1 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Steelhead Wealth Management position in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.3% of Steelhead Wealth Management's portfolio in Q1 2026, its #18 holding.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.