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

Strategic Investment Solutions’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	$134K	Sell	2,648 -1,018	-28%	-$51.2K	0.03%	180
2026 Q1	$183K	Buy	3,666 +996	+37%	+$50.3K	0.04%	155
2025 Q4	$134K	Sell	2,670 -1,863	-41%	-$93.7K	0.03%	162
2025 Q3	$227K	Sell	4,533 -1,864	-29%	-$91.6K	0.06%	127
2025 Q2	$314K	Sell	6,397 -17,899	-74%	-$874K	0.09%	106
2025 Q1	$1.21M	Sell	24,296 -6,707	-22%	-$336K	0.35%	45
2024 Q4	$1.62M	Buy	31,003 +5,542	+22%	+$280K	0.54%	37
2024 Q3	$1.3M	Sell	25,461 -751	-3%	-$38.1K	0.39%	45
2024 Q2	$1.33M	Buy	+26,212	New	+$1.31M	0.43%	42
2023 Q4	$1.38M	Sell	27,061 -351,762	-93%	-$17.2M	0.24%	59
2023 Q3	$18.8M	Buy	378,823 +371,758	+5,262%	+$18.4M	0.23%	66
2023 Q2	$352K	Sell	7,065 -23,359	-77%	-$1.17M	0.07%	88
2023 Q1	$1.54M	Sell	30,424 -3,683	-11%	-$185K	0.3%	57
2022 Q4	$1.74M	Buy	+34,107	New	+$1.67M	0.86%	25

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Investment Solutions's VTEB Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q2 2026, selling an estimated $51.2K and leaving 2,648 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #180.

Strategic Investment Solutions first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.8M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Strategic Investment Solutions held 2,648 shares of Vanguard Tax-Exempt Bond Index Fund worth $134K as of Q2 2026.
Strategic Investment Solutions sold 1,018 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $51.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Strategic Investment Solutions's portfolio in Q2 2026, its #180 holding.
Strategic Investment Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.8M in Q3 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.