Triad Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Triad Wealth Partners’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	$1.12M	Buy	22,571 +9,420	+72%	+$473K	0.07%	190
2026 Q1	$656K	Buy	13,151 +3,379	+35%	+$171K	0.05%	226
2025 Q4	$491K	Buy	9,772 +938	+11%	+$47.2K	0.05%	271
2025 Q3	$442K	Buy	8,834 +529	+6%	+$26K	0.06%	225
2025 Q2	$407K	Buy	8,305 +3,421	+70%	+$167K	0.08%	176
2025 Q1	$242K	Buy	+4,884	New	+$244K	0.08%	183
2024 Q3	–	Sell	-51	Closed	-$2.56K	–	913
2024 Q2	$2.56K	Buy	+51	New	+$2.55K	﹤0.01%	719

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

Triad Wealth Partners's VTEB Position: Q2 2026 in Review

Triad Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 72% in Q2 2026, buying an estimated $473K and bringing the position to 22,571 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #190.

Triad Wealth Partners first reported a position in VTEB in Q2 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Triad Wealth Partners held 22,571 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.12M as of Q2 2026.
Triad Wealth Partners bought 9,420 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $473K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #190 holding.
Triad Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.