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 Q2	$3.14M	Buy	62,145 +1,559	+3%	+$78.3K	0.84%	24
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 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

VSM Wealth Advisory's VTEB Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.6% in Q2 2026, buying an estimated $78.3K and bringing the position to 62,145 shares worth $3.14M. The position accounts for 0.84% of the portfolio, ranked #24.

VSM Wealth Advisory first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.2M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

VSM Wealth Advisory held 62,145 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.14M as of Q2 2026.
VSM Wealth Advisory bought 1,559 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $78.3K.
Vanguard Tax-Exempt Bond Index Fund made up 0.84% of VSM Wealth Advisory's portfolio in Q2 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 7 quarters since.
VSM Wealth Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.2M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.