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

Syntegra Private 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	$248K	Hold	4,899	–	–	0.02%	181
2026 Q1	$244K	Hold	4,899	–	–	0.02%	169
2025 Q4	$246K	Buy	4,899 +465	+10%	+$23.4K	0.02%	170
2025 Q3	$222K	Sell	4,434 -240	-5%	-$11.8K	0.02%	177
2025 Q2	$229K	Hold	4,674	–	–	0.02%	166
2025 Q1	$232K	Hold	4,674	–	–	0.03%	148
2024 Q4	$234K	Hold	4,674	–	–	0.03%	141
2024 Q3	$239K	Hold	4,674	–	–	0.03%	136
2024 Q2	$234K	Hold	4,674	–	–	0.03%	135
2024 Q1	$237K	Hold	4,674	–	–	0.03%	130
2023 Q4	$239K	Hold	4,674	–	–	0.03%	119
2023 Q3	$225K	Hold	4,674	–	–	0.04%	115
2023 Q2	$235K	Hold	4,674	–	–	0.04%	123
2023 Q1	$237K	Buy	+4,674	New	+$235K	0.04%	112

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

Syntegra Private Wealth Group's VTEB Position: Q2 2026 in Review

Syntegra Private Wealth Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,899 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #181.

Syntegra Private Wealth Group first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Syntegra Private Wealth Group held 4,899 shares of Vanguard Tax-Exempt Bond Index Fund worth $248K as of Q2 2026.
Syntegra Private Wealth Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #181 holding.
Syntegra Private Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.