Summit Wealth Group (Colorado)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Wealth Group (Colorado)’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	$602K	Buy	11,895 +4,088	+52%	+$205K	0.05%	192
2026 Q1	$390K	Buy	7,807 +2,308	+42%	+$117K	0.04%	210
2025 Q4	$277K	Sell	5,499 -28,247	-84%	-$1.42M	0.04%	219
2025 Q3	$1.94M	Buy	+33,746	New	+$1.66M	0.21%	87

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 Wealth Group (Colorado)'s VTEB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 52% in Q2 2026, buying an estimated $205K and bringing the position to 11,895 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #192.

Summit Wealth Group (Colorado) first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Summit Wealth Group (Colorado) held 11,895 shares of Vanguard Tax-Exempt Bond Index Fund worth $602K as of Q2 2026.
Summit Wealth Group (Colorado) bought 4,088 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $205K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #192 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $1.94M in Q3 2025.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.