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 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	Sell	48,375 -2,009,181	-98%	-$101M	0.98%	18
2023 Q1	$41K	Buy	+2,057,556	New	+$103M	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 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 Wealth Group's VTEB Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.2% in Q1 2026, buying an estimated $571K and bringing the position to 169,021 shares worth $8.43M. The position accounts for 1.94% of the portfolio, ranked #17.

Summit Wealth Group first reported a position in VTEB in Q4 2019 and has held it in 15 quarters since. The position peaked at $11M in Q1 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Summit Wealth Group held 169,021 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.43M as of Q1 2026.
Summit Wealth Group bought 11,307 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $571K.
Vanguard Tax-Exempt Bond Index Fund made up 1.94% of Summit Wealth Group's portfolio in Q1 2026, its #17 holding.
Summit Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 15 quarters since.
Summit Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $11M in Q1 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.