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Vise Technologies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vise Technologies’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 		$26.1M Buy
515,317
+148,923
+41% +$7.48M 0.3% 69
2026
Q1 		$18.4M Hold
366,394
– – 0.36% 50
2025
Q4 		$18.4M Buy
366,394
+152,136
+71% +$7.66M 0.36% 50
2025
Q3 		$10.7M Sell
214,258
-3,057
-1% -$150K 0.4% 48
2025
Q2 		$10.7M Buy
+217,315
New +$10.6M 0.44% 37
2024
Q4 		$5.31M Buy
105,835
+14,781
+16% +$747K 0.44% 37
2024
Q3 		$4.65M Buy
91,054
+139
+0.2% +$7.04K 0.59% 35
2024
Q2 		$4.56M Buy
90,915
+18,833
+26% +$942K 0.8% 28
2024
Q1 		$3.65M Buy
72,082
+1,727
+2% +$87.5K 0.72% 35
2023
Q4 		$3.59M Buy
70,355
+4,458
+7% +$219K 0.77% 32
2023
Q3 		$3.17M Sell
65,897
-16,281
-20% -$807K 0.78% 34
2023
Q2 		$4.13M Buy
82,178
+2,794
+4% +$140K 1% 24
2023
Q1 		$4.02M Buy
79,384
+22,465
+39% +$1.13M 1.06% 23
2022
Q4 		$2.82M Buy
56,919
+18,065
+46% +$883K 0.88% 25
2022
Q3 		$1.87M Sell
38,854
-19,664
-34% -$983K 0.7% 30
2022
Q2 		$2.92M Buy
58,518
+30,963
+112% +$1.55M 1.13% 19
2022
Q1 		$1.42M Buy
+27,555
New +$1.47M 0.53% 54

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vise Technologies's VTEB Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 41% in Q2 2026, buying an estimated $7.48M and bringing the position to 515,317 shares worth $26.1M. The position accounts for 0.3% of the portfolio, ranked #69.

Vise Technologies first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Vise Technologies held 515,317 shares of Vanguard Tax-Exempt Bond Index Fund worth $26.1M as of Q2 2026.
  • Vise Technologies bought 148,923 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $7.48M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Vise Technologies's portfolio in Q2 2026, its #69 holding.
  • Vise Technologies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.