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Wealth Enhancement Trust Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealth Enhancement Trust Services’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 		$7.08K Hold
140
– – ﹤0.01% 785
2026
Q1 		$6.99K Buy
+140
New +$7.07K ﹤0.01% 607

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Enhancement Trust Services's VTEB Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 140 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Wealth Enhancement Trust Services first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Wealth Enhancement Trust Services held 140 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.08K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #785 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.