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VSM Wealth Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

VSM Wealth Advisory’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 		$3.02M Buy
60,586
+4,478
+8% +$226K 0.9% 24
2025
Q4 		$2.82M Sell
56,108
-6,528
-10% -$328K 0.85% 26
2025
Q3 		$3.14M Sell
62,636
-1,726
-3% -$84.8K 0.98% 24
2025
Q2 		$3.16M Sell
64,362
-18,237
-22% -$891K 1.04% 23
2025
Q1 		$4.1M Sell
82,599
-1,229
-1% -$61.5K 1.47% 18
2024
Q4 		$4.2M Buy
+83,828
New +$4.24M 1.5% 18

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

VSM Wealth Advisory's VTEB Position: Q1 2026 in Review

VSM Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8% in Q1 2026, buying an estimated $226K and bringing the position to 60,586 shares worth $3.02M. The position accounts for 0.9% of the portfolio, ranked #24.

VSM Wealth Advisory first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.2M in Q4 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • VSM Wealth Advisory held 60,586 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.02M as of Q1 2026.
  • VSM Wealth Advisory bought 4,478 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $226K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.9% of VSM Wealth Advisory's portfolio in Q1 2026, its #24 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.2M in Q4 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.