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

Strategic Wealth Partners’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	$359K	Buy	7,101 +59	+0.8%	+$2.96K	0.02%	231
2026 Q1	$351K	Buy	7,042 +40	+0.6%	+$2.02K	0.02%	237
2025 Q4	$352K	Sell	7,002 -2,462	-26%	-$124K	0.02%	244
2025 Q3	$474K	Buy	+9,464	New	+$465K	0.04%	235

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 Wealth Partners's VTEB Position: Q2 2026 in Review

Strategic Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.84% in Q2 2026, buying an estimated $2.96K and bringing the position to 7,101 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #231.

Strategic Wealth Partners first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $474K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Strategic Wealth Partners held 7,101 shares of Vanguard Tax-Exempt Bond Index Fund worth $359K as of Q2 2026.
Strategic Wealth Partners bought 59 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.96K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #231 holding.
Strategic Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
Strategic Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $474K in Q3 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.