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Synergy Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Synergy Investment Management’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 		$596K Buy
11,936
+8,643
+262% +$434K 0.14% 86
2026
Q1 		$164K Buy
+3,293
New +$166K 0.05% 153
2025
Q2 		– Sell
-3,293
Closed -$163K – 563
2025
Q1 		$163K Sell
3,293
-58
-2% -$2.9K 0.07% 137
2024
Q4 		$168K Buy
+3,351
New +$169K 0.07% 134

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

Synergy Investment Management's VTEB Position: Q2 2026 in Review

Synergy Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 262% in Q2 2026, buying an estimated $434K and bringing the position to 11,936 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #86.

Synergy Investment Management first reported a position in VTEB in Q4 2024 and has held it in 4 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Synergy Investment Management held 11,936 shares of Vanguard Tax-Exempt Bond Index Fund worth $596K as of Q2 2026.
  • Synergy Investment Management bought 8,643 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $434K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Synergy Investment Management's portfolio in Q2 2026, its #86 holding.
  • Synergy Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 4 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.