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

Stone Summit 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
Q1 		$1.52M Buy
30,517
+1,085
+4% +$54.8K 0.42% 59
2025
Q4 		$1.48M Buy
29,432
+1,867
+7% +$93.9K 0.4% 59
2025
Q3 		$1.38M Buy
27,565
+3,162
+13% +$155K 0.39% 62
2025
Q2 		$1.2M Sell
24,403
-8,737
-26% -$427K 0.37% 67
2025
Q1 		$1.64M Sell
33,140
-1,510
-4% -$75.5K 0.56% 56
2024
Q4 		$1.74M Sell
34,650
-3,100
-8% -$157K 0.58% 55
2024
Q3 		$1.93M Sell
37,750
-20
-0.1% -$1.01K 0.62% 54
2024
Q2 		$1.89M Sell
37,770
-90
-0.2% -$4.5K 0.68% 50
2024
Q1 		$1.92M Buy
37,860
+7,470
+25% +$379K 0.67% 52
2023
Q4 		$1.55M Buy
30,390
+723
+2% +$35.5K 0.6% 58
2023
Q3 		$1.43M Sell
29,667
-4,247
-13% -$210K 0.61% 59
2023
Q2 		$1.7M Buy
33,914
+4,427
+15% +$222K 0.71% 50
2023
Q1 		$1.49M Buy
29,487
+3,066
+12% +$154K 0.66% 54
2022
Q4 		$1.31M Buy
26,421
+11,321
+75% +$553K 0.64% 54
2022
Q3 		$727K Sell
15,100
-4,420
-23% -$221K 0.45% 63
2022
Q2 		$975K Buy
19,520
+12,413
+175% +$622K 0.58% 53
2022
Q1 		$367K Sell
7,107
-5,038
-41% -$268K 0.21% 102
2021
Q4 		$665K Buy
+12,145
New +$666K 0.54% 64

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone Summit Wealth's VTEB Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q1 2026, buying an estimated $54.8K and bringing the position to 30,517 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #59.

Stone Summit Wealth first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Stone Summit Wealth held 30,517 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.52M as of Q1 2026.
  • Stone Summit Wealth bought 1,085 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $54.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Stone Summit Wealth's portfolio in Q1 2026, its #59 holding.
  • Stone Summit Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.93M in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.