UHLMANN PRICE SECURITIES’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

UHLMANN PRICE SECURITIES’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	$265K	Buy	5,241 +176	+3%	+$8.84K	0.01%	227
2026 Q1	$253K	Buy	5,065 +635	+14%	+$32.1K	0.02%	203
2025 Q4	$223K	Buy	4,430 +50	+1%	+$2.52K	0.13%	163
2025 Q3	$219K	Sell	4,380 -1,403	-24%	-$69K	0.13%	161
2025 Q2	$284K	Buy	5,783 +1,476	+34%	+$72.1K	0.2%	122
2025 Q1	$214K	Buy	4,307 +22	+0.5%	+$1.1K	0.16%	153
2024 Q4	$215K	Buy	4,285 +45	+1%	+$2.27K	0.16%	145
2024 Q3	$217K	Buy	+4,240	New	+$215K	0.17%	150

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

UHLMANN PRICE SECURITIES's VTEB Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.5% in Q2 2026, buying an estimated $8.84K and bringing the position to 5,241 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #227.

UHLMANN PRICE SECURITIES first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $284K in Q2 2025. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

UHLMANN PRICE SECURITIES held 5,241 shares of Vanguard Tax-Exempt Bond Index Fund worth $265K as of Q2 2026.
UHLMANN PRICE SECURITIES bought 176 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $8.84K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #227 holding.
UHLMANN PRICE SECURITIES first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
UHLMANN PRICE SECURITIES's Vanguard Tax-Exempt Bond Index Fund position peaked at $284K in Q2 2025.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.