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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
Q2 		$1.75M Buy
34,644
+4,127
+14% +$207K 0.44% 58
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 $1.81T 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

Stone Summit Wealth's VTEB Position: Q2 2026 in Review

Stone Summit Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $207K and bringing the position to 34,644 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #58.

Stone Summit Wealth first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Stone Summit Wealth held 34,644 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.75M as of Q2 2026.
  • Stone Summit Wealth bought 4,127 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $207K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.44% of Stone Summit Wealth's portfolio in Q2 2026, its #58 holding.
  • Stone Summit Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.93M in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.