Summit Place Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Place Financial Advisors’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 Q1	–	Sell	-4,625	Closed	-$233K	–	114
2025 Q4	$233K	Buy	4,625 +500	+12%	+$25.2K	0.11%	94
2025 Q3	$207K	Buy	+4,125	New	+$203K	0.1%	101
2025 Q2	–	Sell	-7,625	Closed	-$378K	–	99
2025 Q1	$378K	Buy	+7,625	New	+$381K	0.21%	76
2023 Q3	–	Sell	-4,000	Closed	-$201K	–	92
2023 Q2	$201K	Hold	4,000	–	–	0.13%	90
2023 Q1	$203K	Buy	+4,000	New	+$201K	0.14%	92

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Place Financial Advisors's VTEB Position: Q1 2026 in Review

Summit Place Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 4,625 shares — an estimated $233K sold.

Summit Place Financial Advisors first reported a position in VTEB in Q1 2023 and held it in 5 quarters. The position peaked at $378K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Summit Place Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Summit Place Financial Advisors sold 4,625 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $233K.
Summit Place Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 5 quarters.
Summit Place Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $378K in Q1 2025.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.