Summit Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Asset Management’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	$911K	Buy	+18,008	New	+$905K	0.12%	82
2025 Q3	–	Sell	-5,155	Closed	-$253K	–	178
2025 Q2	$253K	Hold	5,155	–	–	0.04%	144
2025 Q1	$256K	Hold	5,155	–	–	0.04%	141
2024 Q4	$258K	Hold	5,155	–	–	0.05%	143
2024 Q3	$264K	Hold	5,155	–	–	0.05%	141
2024 Q2	$258K	Sell	5,155 -400	-7%	-$20K	0.05%	136
2024 Q1	$281K	Hold	5,555	–	–	0.06%	134
2023 Q4	$284K	Hold	5,555	–	–	0.07%	126
2023 Q3	$267K	Hold	5,555	–	–	0.07%	129
2023 Q2	$279K	Hold	5,555	–	–	0.07%	126
2023 Q1	$281K	Hold	5,555	–	–	0.08%	125
2022 Q4	$275K	Hold	5,555	–	–	0.08%	125
2022 Q3	$267K	Buy	5,555 +995	+22%	+$49.7K	0.09%	122
2022 Q2	$228K	Hold	4,560	–	–	0.07%	143
2022 Q1	$235K	Sell	4,560 -5,005	-52%	-$266K	0.07%	149
2021 Q4	$525K	Buy	+9,565	New	+$524K	0.15%	85

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

Summit Asset Management's VTEB Position: Q2 2026 in Review

Summit Asset Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 18,008 shares worth $911K. The stake represents 0.12% of the portfolio and ranks #82 among its holdings. This is a return to the name: Summit Asset Management previously reported a position in VTEB as recently as Q2 2025.

Summit Asset Management first reported a position in VTEB in Q4 2021 and has held it in 16 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Summit Asset Management held 18,008 shares of Vanguard Tax-Exempt Bond Index Fund worth $911K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Summit Asset Management position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Summit Asset Management's portfolio in Q2 2026, its #82 holding.
Summit Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 16 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.