Surience Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Surience Private Wealth’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	$1.91M	Sell	37,690 -3,514	-9%	-$177K	1.68%	21
2026 Q1	$2.06M	Buy	41,204 +35,558	+630%	+$1.8M	2.21%	18
2025 Q4	$284K	Buy	+5,646	New	+$284K	0.3%	27

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

Surience Private Wealth's VTEB Position: Q2 2026 in Review

Surience Private Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.5% in Q2 2026, selling an estimated $177K and leaving 37,690 shares worth $1.91M. The position accounts for 1.68% of the portfolio, ranked #21.

Surience Private Wealth first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Surience Private Wealth held 37,690 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.91M as of Q2 2026.
Surience Private Wealth sold 3,514 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $177K.
Vanguard Tax-Exempt Bond Index Fund made up 1.68% of Surience Private Wealth's portfolio in Q2 2026, its #21 holding.
Surience Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
Surience Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.06M in Q1 2026.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.