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

TSA 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
Q1 		$1.62M Buy
32,455
+95
+0.3% +$4.8K 0.52% 36
2025
Q4 		$1.63M Buy
32,360
+364
+1% +$18.3K 0.54% 35
2025
Q3 		$1.6M Sell
31,996
-376
-1% -$18.5K 0.55% 34
2025
Q2 		$1.59M Buy
32,372
+5,193
+19% +$254K 0.58% 31
2025
Q1 		$1.35M Buy
+27,179
New +$1.36M 0.54% 30

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

TSA Wealth Management's VTEB Position: Q1 2026 in Review

TSA Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.29% in Q1 2026, buying an estimated $4.8K and bringing the position to 32,455 shares worth $1.62M. The position accounts for 0.52% of the portfolio, ranked #36.

TSA Wealth Management first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • TSA Wealth Management held 32,455 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.62M as of Q1 2026.
  • TSA Wealth Management bought 95 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $4.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.52% of TSA Wealth Management's portfolio in Q1 2026, its #36 holding.
  • TSA Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • TSA Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.63M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.