WealthShield Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
24,847
+1,432
| +6% | +$72.3K | 0.14% | 165 |
|
|
2025
Q4 | $1.18M | Sell |
23,415
-4,771
| -17% | -$240K | 0.13% | 162 |
|
|
2025
Q3 | $1.41M | Sell |
28,186
-1,094
| -4% | -$53.8K | 0.16% | 144 |
|
|
2025
Q2 | $1.44M | Buy |
29,280
+1,973
| +7% | +$96.4K | 0.17% | 138 |
|
|
2025
Q1 | $1.35M | Buy |
27,307
+6,596
| +32% | +$330K | 0.17% | 136 |
|
|
2024
Q4 | $1.04M | Sell |
20,711
-8,996
| -30% | -$455K | 0.15% | 148 |
|
|
2024
Q3 | $1.52M | Sell |
29,707
-57
| -0.2% | -$2.89K | 0.21% | 118 |
|
|
2024
Q2 | $1.49M | Sell |
29,764
-435
| -1% | -$21.8K | 0.23% | 115 |
|
|
2024
Q1 | $1.53M | Sell |
30,199
-2,472
| -8% | -$125K | 0.25% | 115 |
|
|
2023
Q4 | $1.67M | Buy |
32,671
+12,048
| +58% | +$591K | 0.27% | 103 |
|
|
2023
Q3 | $992K | Sell |
20,623
-19,879
| -49% | -$985K | 0.15% | 150 |
|
|
2023
Q2 | $2.03M | Sell |
40,502
-838
| -2% | -$42.1K | 0.31% | 82 |
|
|
2023
Q1 | $2.09M | Buy |
41,340
+8,126
| +24% | +$408K | 0.34% | 76 |
|
|
2022
Q4 | $1.64M | Buy |
33,214
+17,413
| +110% | +$851K | 0.31% | 90 |
|
|
2022
Q3 | $761K | Sell |
15,801
-13,171
| -45% | -$658K | 0.15% | 155 |
|
|
2022
Q2 | $1.45M | Buy |
28,972
+639
| +2% | +$32K | 0.29% | 86 |
|
|
2022
Q1 | $1.46M | Sell |
28,333
-70
| -0.2% | -$3.73K | 0.23% | 105 |
|
|
2021
Q4 | $1.56M | Buy |
28,403
+16,899
| +147% | +$926K | 0.26% | 82 |
|
|
2021
Q3 | $630K | Sell |
11,504
-15,965
| -58% | -$883K | 0.17% | 121 |
|
|
2021
Q2 | $1.52M | Buy |
27,469
+7,897
| +40% | +$435K | 0.24% | 78 |
|
|
2021
Q1 | $1.07M | Sell |
19,572
-12,862
| -40% | -$707K | 0.19% | 95 |
|
|
2020
Q4 | $1.79M | Buy |
32,434
+20,444
| +171% | +$1.12M | 0.33% | 69 |
|
|
2020
Q3 | $653K | Buy |
11,990
+954
| +9% | +$52.1K | 0.23% | 100 |
|
|
2020
Q2 | $597K | Sell |
11,036
-323
| -3% | -$17.2K | 0.27% | 85 |
|
|
2020
Q1 | $601K | Hold |
11,359
| – | – | 0.37% | 66 |
|
|
2019
Q4 | $608K | Hold |
11,359
| – | – | 0.3% | 74 |
|
|
2019
Q3 | $609K | Sell |
11,359
-186
| -2% | -$9.96K | 0.32% | 68 |
|
|
2019
Q2 | $613K | Sell |
11,545
-2,409
| -17% | -$127K | 0.36% | 57 |
|
|
2019
Q1 | $728K | Hold |
13,954
| – | – | 0.41% | 54 |
|
|
2018
Q4 | $712K | Sell |
13,954
-5,471
| -28% | -$276K | 0.49% | 42 |
|
|
2018
Q3 | $981K | Sell |
19,425
-6,975
| -26% | -$355K | 0.56% | 36 |
|
|
2018
Q2 | $1.35M | Sell |
26,400
-2,000
| -7% | -$101K | 0.82% | 23 |
|
|
2018
Q1 | $1.44M | Buy |
28,400
+1,550
| +6% | +$79K | 0.91% | 23 |
|
|
2017
Q4 | $1.39M | Buy |
+26,850
| New | +$1.39M | 0.84% | 26 |
|
Other funds holding VTEB
WealthShield Partners's VTEB Position: Q1 2026 in Review
WealthShield Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.1% in Q1 2026, buying an estimated $72.3K and bringing the position to 24,847 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #165.
WealthShield Partners first reported a position in VTEB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.09M in Q1 2023. 1,346 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.
- WealthShield Partners held 24,847 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.24M as of Q1 2026.
- WealthShield Partners bought 1,432 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $72.3K.
- Vanguard Tax-Exempt Bond Index Fund made up 0.14% of WealthShield Partners's portfolio in Q1 2026, its #165 holding.
- WealthShield Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.09M in Q1 2023.
- 1,346 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.