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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's VTEB Position: Q1 2026 in Review

Triad Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q1 2026, buying an estimated $171K and bringing the position to 13,151 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #226.

Triad Wealth Partners first reported a position in VTEB in Q2 2024 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Triad Wealth Partners held 13,151 shares of Vanguard Tax-Exempt Bond Index Fund worth $656K as of Q1 2026.
  • Triad Wealth Partners bought 3,379 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $171K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #226 holding.
  • Triad Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 6 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.