TriaGen Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

TriaGen Wealth 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	$1.17M	Hold	23,096	–	–	0.29%	84
2026 Q1	$1.15M	Hold	23,096	–	–	0.31%	75
2025 Q4	$1.16M	Hold	23,096	–	–	0.3%	74
2025 Q3	$1.16M	Hold	23,096	–	–	0.3%	82
2025 Q2	$1.13M	Sell	23,096 -205	-0.9%	-$10K	0.34%	71
2025 Q1	$1.16M	Hold	23,301	–	–	0.41%	63
2024 Q4	$1.17M	Hold	23,301	–	–	0.39%	64
2024 Q3	$1.19M	Hold	23,301	–	–	0.4%	65
2024 Q2	$1.17M	Buy	23,301 +1,795	+8%	+$89.8K	0.45%	58
2024 Q1	$1.09M	Buy	21,506 +394	+2%	+$20K	0.45%	59
2023 Q4	$1.08M	Buy	21,112 +206	+1%	+$10.1K	0.51%	55
2023 Q3	$1.01M	Hold	20,906	–	–	0.51%	59
2023 Q2	$1.05M	Buy	20,906 +994	+5%	+$49.9K	0.48%	66
2023 Q1	$1.01M	Buy	19,912 +7,028	+55%	+$353K	0.51%	60
2022 Q4	$638K	Buy	12,884 +1,450	+13%	+$70.9K	0.35%	77
2022 Q3	$550K	Buy	+11,434	New	+$572K	0.3%	81

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

TriaGen Wealth Management's VTEB Position: Q2 2026 in Review

TriaGen Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 23,096 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #84.

TriaGen Wealth Management first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

TriaGen Wealth Management held 23,096 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.17M as of Q2 2026.
TriaGen Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #84 holding.
TriaGen Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
TriaGen Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.19M in Q3 2024.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.