Tidal Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Tidal Investments’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	$11.1M	Buy	+220,727	New	+$11.1M	0.02%	649
2023 Q3	–	Sell	-7,880	Closed	-$396K	–	1393
2023 Q2	$396K	Hold	7,880	–	–	0.01%	931
2023 Q1	$399K	Hold	7,880	–	–	0.01%	879
2022 Q4	$390K	Hold	7,880	–	–	0.02%	741
2022 Q3	$379K	Hold	7,880	–	–	0.02%	656
2022 Q2	$393K	Hold	7,880	–	–	0.01%	682
2022 Q1	$406K	Buy	7,880 +1,880	+31%	+$100K	0.01%	723
2021 Q4	$329K	Hold	6,000	–	–	0.01%	744
2021 Q3	$329K	Hold	6,000	–	–	0.01%	646
2021 Q2	$332K	Hold	6,000	–	–	0.01%	541
2021 Q1	$328K	Hold	6,000	–	–	0.02%	395
2020 Q4	$331K	Buy	6,000 +2,000	+50%	+$109K	0.02%	295
2020 Q3	$217K	Buy	+4,000	New	+$218K	0.03%	221

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

Tidal Investments's VTEB Position: Q2 2026 in Review

Tidal Investments opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 220,727 shares worth $11.1M. The stake represents 0.02% of the portfolio and ranks #649 among its holdings. This is a return to the name: Tidal Investments previously reported a position in VTEB as recently as Q2 2023.

Tidal Investments first reported a position in VTEB in Q3 2020 and has held it in 13 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Tidal Investments held 220,727 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.1M as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Tidal Investments position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #649 holding.
Tidal Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 13 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.