Watershed Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Watershed Private Wealth’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	$4.35M	Buy	85,950 +3,075	+4%	+$155K	1.22%	19
2026 Q1	$4.13M	Sell	82,875 -4,344	-5%	-$219K	1.29%	18
2025 Q4	$4.39M	Buy	87,219 +379	+0.4%	+$19.1K	1.32%	21
2025 Q3	$4.35M	Sell	86,840 -15,759	-15%	-$775K	1.37%	18
2025 Q2	$5.03M	Buy	102,599 +17,779	+21%	+$869K	1.83%	15
2025 Q1	$4.21M	Buy	84,820 +23,583	+39%	+$1.18M	1.68%	16
2024 Q4	$3.07M	Sell	61,237 -9,579	-14%	-$484K	1.2%	18
2024 Q3	$3.62M	Buy	70,816 +7,577	+12%	+$384K	1.44%	16
2024 Q2	$3.17M	Buy	63,239 +17,990	+40%	+$900K	1.35%	18
2024 Q1	$2.29M	Buy	45,249 +23,402	+107%	+$1.19M	1.01%	24
2023 Q4	$1.12M	Hold	21,847	–	–	0.62%	43
2023 Q3	$1.05M	Buy	21,847 +145	+0.7%	+$7.18K	0.65%	44
2023 Q2	$1.09M	Buy	+21,702	New	+$1.09M	0.66%	42

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

Watershed Private Wealth's VTEB Position: Q2 2026 in Review

Watershed Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q2 2026, buying an estimated $155K and bringing the position to 85,950 shares worth $4.35M. The position accounts for 1.22% of the portfolio, ranked #19.

Watershed Private Wealth first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.03M in Q2 2025. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Watershed Private Wealth held 85,950 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.35M as of Q2 2026.
Watershed Private Wealth bought 3,075 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $155K.
Vanguard Tax-Exempt Bond Index Fund made up 1.22% of Watershed Private Wealth's portfolio in Q2 2026, its #19 holding.
Watershed Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
Watershed Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.03M in Q2 2025.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.