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Strategic Blueprint’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strategic Blueprint’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 		$7.28M Sell
143,926
-7,199
-5% -$362K 0.36% 73
2026
Q1 		$7.54M Sell
151,125
-8,732
-5% -$441K 0.44% 61
2025
Q4 		$8.04M Sell
159,857
-28,205
-15% -$1.42M 0.47% 52
2025
Q3 		$9.42M Sell
188,062
-22,156
-11% -$1.09M 0.41% 61
2025
Q2 		$10.3M Buy
210,218
+25,866
+14% +$1.26M 0.51% 47
2025
Q1 		$9.15M Buy
184,352
+17,607
+11% +$881K 0.5% 49
2024
Q4 		$8.36M Sell
166,745
-9,046
-5% -$457K 0.5% 44
2024
Q3 		$8.99M Buy
175,791
+8,591
+5% +$435K 0.56% 40
2024
Q2 		$8.38M Buy
167,200
+23,289
+16% +$1.17M 0.57% 40
2024
Q1 		$7.28M Buy
143,911
+55,120
+62% +$2.79M 0.52% 46
2023
Q4 		$4.53M Buy
88,791
+12,917
+17% +$633K 0.37% 63
2023
Q3 		$3.65M Buy
75,874
+43,125
+132% +$2.14M 0.34% 68
2023
Q2 		$1.64M Buy
32,749
+2,194
+7% +$110K 0.16% 134
2023
Q1 		$1.55M Buy
30,555
+10,363
+51% +$520K 0.16% 144
2022
Q4 		$999K Buy
+20,192
New +$987K 0.12% 182
2021
Q3 		– Sell
-1,577
Closed -$87K – 1308
2021
Q2 		$87K Buy
+1,577
New +$86.9K 0.01% 529

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

Strategic Blueprint's VTEB Position: Q2 2026 in Review

Strategic Blueprint reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.8% in Q2 2026, selling an estimated $362K and leaving 143,926 shares worth $7.28M. The position accounts for 0.36% of the portfolio, ranked #73.

Strategic Blueprint first reported a position in VTEB in Q2 2021 and has held it in 16 quarters since. The position peaked at $10.3M in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Strategic Blueprint held 143,926 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.28M as of Q2 2026.
  • Strategic Blueprint sold 7,199 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $362K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.36% of Strategic Blueprint's portfolio in Q2 2026, its #73 holding.
  • Strategic Blueprint first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 16 quarters since.
  • Strategic Blueprint's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.3M in Q2 2025.
  • 1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.