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Successful Portfolios’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Successful Portfolios’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 		$287K Buy
5,698
+1,395
+32% +$70.1K 0.13% 147
2026
Q1 		$215K Buy
4,303
+194
+5% +$9.8K 0.12% 169
2025
Q4 		$208K Buy
+4,109
New +$207K 0.11% 174
2024
Q2 		– Sell
-4,277
Closed -$216K – 171
2024
Q1 		$216K Hold
4,277
– – 0.15% 145
2023
Q4 		$218K Sell
4,277
-765
-15% -$37.5K 0.16% 140
2023
Q3 		$243K Buy
5,042
+460
+10% +$22.8K 0.21% 111
2023
Q2 		$230K Sell
4,582
-7,002
-60% -$352K 0.2% 121
2023
Q1 		$587K Buy
11,584
+2,002
+21% +$100K 0.37% 63
2022
Q4 		$474K Buy
9,582
+3,300
+53% +$161K 0.31% 85
2022
Q3 		$302K Sell
6,282
-1,100
-15% -$55K 0.22% 123
2022
Q2 		$369K Sell
7,382
-103
-1% -$5.16K 0.25% 103
2022
Q1 		$386K Hold
7,485
– – 0.22% 116
2021
Q4 		$411K Buy
7,485
+165
+2% +$9.04K 0.22% 113
2021
Q3 		$401K Hold
7,320
– – 0.24% 113
2021
Q2 		$405K Hold
7,320
– – 0.25% 110
2021
Q1 		$400K Sell
7,320
-50
-0.7% -$2.75K 0.26% 103
2020
Q4 		$407K Hold
7,370
– – 0.29% 95
2020
Q3 		$401K Hold
7,370
– – 0.32% 87
2020
Q2 		$399K Sell
7,370
-2,500
-25% -$133K 0.35% 83
2020
Q1 		$522K Hold
9,870
– – 0.53% 56
2019
Q4 		$528K Sell
9,870
-345
-3% -$18.5K 0.47% 59
2019
Q3 		$548K Hold
10,215
– – 0.51% 54
2019
Q2 		$542K Sell
10,215
-1,850
-15% -$97.2K 0.58% 49
2019
Q1 		$629K Sell
12,065
-100
-0.8% -$5.14K 0.69% 43
2018
Q4 		$621K Sell
12,165
-520
-4% -$26.2K 0.79% 40
2018
Q3 		$641K Sell
12,685
-500
-4% -$25.4K 0.7% 41
2018
Q2 		$672K Buy
13,185
+100
+0.8% +$5.08K 0.78% 38
2018
Q1 		$665K Buy
13,085
+200
+2% +$10.2K 0.81% 38
2017
Q4 		$666K Buy
+12,885
New +$665K 0.83% 35

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

Successful Portfolios's VTEB Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2026, buying an estimated $70.1K and bringing the position to 5,698 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #147.

Successful Portfolios first reported a position in VTEB in Q4 2017 and has held it in 29 quarters since. The position peaked at $672K in Q2 2018. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Successful Portfolios held 5,698 shares of Vanguard Tax-Exempt Bond Index Fund worth $287K as of Q2 2026.
  • Successful Portfolios bought 1,395 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $70.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #147 holding.
  • Successful Portfolios first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 29 quarters since.
  • Successful Portfolios's Vanguard Tax-Exempt Bond Index Fund position peaked at $672K in Q2 2018.
  • 1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.