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

Summit Wealth Group’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 		$9.59M Buy
189,684
+20,663
+12% +$1.04M 1.96% 16
2026
Q1 		$8.43M Buy
169,021
+11,307
+7% +$571K 1.94% 17
2025
Q4 		$7.93M Buy
157,714
+7,838
+5% +$394K 1.85% 17
2025
Q3 		$7.5M Buy
149,876
+24,009
+19% +$1.18M 1.81% 17
2025
Q2 		$6.17M Sell
125,867
-96,313
-43% -$4.7M 1.58% 19
2025
Q1 		$11M Buy
222,180
+68,096
+44% +$3.41M 3.22% 9
2024
Q4 		$7.72M Buy
154,084
+73,254
+91% +$3.7M 2.24% 13
2024
Q3 		$4.13M Buy
80,830
+15,445
+24% +$783K 1.19% 23
2024
Q2 		$3.28M Buy
+65,385
New +$3.27M 0.98% 24
2023
Q3 		– Sell
-48,375
Closed -$2.43M – 76
2023
Q2 		$2.43M Buy
48,375
+47,566
+5,880% +$2.39M 0.98% 18
2023
Q1 		$41K Buy
+809
New +$40.6K 0.98% 20
2021
Q1 		– Sell
-48,358
Closed -$2.67M – 217
2020
Q4 		$2.67M Sell
48,358
-6,626
-12% -$362K 1.67% 18
2020
Q3 		$2.99M Buy
54,984
+4,499
+9% +$246K 2.6% 13
2020
Q2 		$2.73M Buy
50,485
+8,631
+21% +$460K 2.5% 13
2020
Q1 		$2.21M Buy
41,854
+2,932
+8% +$157K 2.24% 12
2019
Q4 		$2.08M Buy
+38,922
New +$2.08M 1.97% 12

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

Summit Wealth Group's VTEB Position: Q2 2026 in Review

Summit Wealth Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $1.04M and bringing the position to 189,684 shares worth $9.59M. The position accounts for 1.96% of the portfolio, ranked #16.

Summit Wealth Group first reported a position in VTEB in Q4 2019 and has held it in 16 quarters since. The position peaked at $11M in Q1 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Summit Wealth Group held 189,684 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.59M as of Q2 2026.
  • Summit Wealth Group bought 20,663 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.04M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.96% of Summit Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Summit Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 16 quarters since.
  • Summit Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $11M in Q1 2025.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.