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

SteelPeak Wealth’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 		$2.28M Sell
45,081
-2,165
-5% -$109K 0.06% 218
2026
Q1 		$2.36M Sell
47,246
-624
-1% -$31.5K 0.07% 203
2025
Q4 		$2.41M Sell
47,870
-939
-2% -$47.2K 0.08% 176
2025
Q3 		$2.44M Sell
48,809
-12,301
-20% -$605K 0.08% 189
2025
Q2 		$3M Buy
61,110
+1,989
+3% +$97.2K 0.12% 133
2025
Q1 		$2.93M Sell
59,121
-741
-1% -$37.1K 0.12% 135
2024
Q4 		$3M Sell
59,862
-449
-0.7% -$22.7K 0.12% 132
2024
Q3 		$3.08M Sell
60,311
-1,018
-2% -$51.6K 0.13% 122
2024
Q2 		$3.07M Sell
61,329
-8,378
-12% -$419K 0.14% 115
2024
Q1 		$3.53M Buy
69,707
+27,056
+63% +$1.37M 0.18% 102
2023
Q4 		$2.18M Sell
42,651
-30,506
-42% -$1.5M 0.13% 127
2023
Q3 		$3.52M Sell
73,157
-8,328
-10% -$413K 0.22% 90
2023
Q2 		$4.09M Buy
81,485
+2,345
+3% +$118K 0.24% 75
2023
Q1 		$4.01M Buy
79,140
+46,049
+139% +$2.31M 0.27% 76
2022
Q4 		$1.64M Sell
33,091
-24,245
-42% -$1.19M 0.12% 134
2022
Q3 		$2.76M Sell
57,336
-15,261
-21% -$763K 0.21% 90
2022
Q2 		$3.62M Buy
72,597
+1,787
+3% +$89.6K 0.26% 73
2022
Q1 		$3.65M Sell
70,810
-2,125
-3% -$113K 0.21% 87
2021
Q4 		$4M Buy
72,935
+15,906
+28% +$872K 0.23% 86
2021
Q3 		$3.12M Buy
57,029
+2,221
+4% +$123K 0.21% 88
2021
Q2 		$3.03M Buy
54,808
+3,881
+8% +$214K 0.21% 94
2021
Q1 		$2.78M Sell
50,927
-783
-2% -$43K 0.22% 87
2020
Q4 		$2.85M Buy
51,710
+652
+1% +$35.6K 0.26% 81
2020
Q3 		$2.78M Buy
51,058
+7,468
+17% +$408K 0.3% 75
2020
Q2 		$2.36M Buy
43,590
+9,402
+28% +$501K 0.3% 73
2020
Q1 		$1.81M Sell
34,188
-319
-0.9% -$17.1K 0.29% 75
2019
Q4 		$1.85M Buy
+34,507
New +$1.85M 0.25% 84

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

SteelPeak Wealth's VTEB Position: Q2 2026 in Review

SteelPeak Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.6% in Q2 2026, selling an estimated $109K and leaving 45,081 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #218.

SteelPeak Wealth first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.09M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • SteelPeak Wealth held 45,081 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.28M as of Q2 2026.
  • SteelPeak Wealth sold 2,165 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $109K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #218 holding.
  • SteelPeak Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.09M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.