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

Sterling 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	$315K	Hold	6,323	–	–	0.09%	85
2025 Q4	$318K	Sell	6,323 -939	-13%	-$47.2K	0.09%	83
2025 Q3	$364K	Hold	7,262	–	–	0.11%	73
2025 Q2	$356K	Buy	+7,262	New	+$355K	0.12%	74
2024 Q4	$364K	Hold	7,262	–	–	0.13%	77
2024 Q3	$371K	Hold	7,262	–	–	0.14%	79
2024 Q2	$364K	Sell	7,262 -159	-2%	-$7.96K	0.17%	72
2024 Q1	$376K	Hold	7,421	–	–	0.19%	64
2023 Q4	$379K	Buy	+7,421	New	+$364K	0.21%	63

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

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

Sterling Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 6,323 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #85.

Sterling Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 9 quarters since. The position peaked at $379K in Q4 2023. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Sterling Wealth Management held 6,323 shares of Vanguard Tax-Exempt Bond Index Fund worth $315K as of Q1 2026.
Sterling Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Sterling Wealth Management's portfolio in Q1 2026, its #85 holding.
Sterling Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $379K in Q4 2023.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.