Vermillion & White Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-3,507	Closed	-$176K	–	527
2025 Q4	$176K	Buy	3,507 +298	+9%	+$15K	0.1%	67
2025 Q3	$161K	Buy	3,209 +98	+3%	+$4.82K	0.09%	73
2025 Q2	$153K	Hold	3,111	–	–	0.1%	69
2025 Q1	$154K	Buy	3,111 +2,224	+251%	+$111K	0.11%	61
2024 Q4	$44.5K	Sell	887 -49	-5%	-$2.48K	0.03%	144
2024 Q3	$47.8K	Sell	936 -5	-0.5%	-$253	0.04%	128
2024 Q2	$47.2K	Buy	941 +49	+5%	+$2.45K	0.04%	131
2024 Q1	$45.1K	Sell	892 -35	-4%	-$1.77K	0.04%	125
2023 Q4	$47.3K	Buy	+927	New	+$45.5K	0.05%	96

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vermillion & White Wealth Management Group's VTEB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 3,507 shares — an estimated $176K sold.

Vermillion & White Wealth Management Group first reported a position in VTEB in Q4 2023 and held it in 9 quarters. The position peaked at $176K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,507 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $176K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $176K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.