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Wedbush Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wedbush Securities’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 		$2.13M Buy
42,727
+9,438
+28% +$477K 0.06% 250
2025
Q4 		$1.67M Sell
33,289
-195
-0.6% -$9.81K 0.05% 303
2025
Q3 		$1.68M Buy
33,484
+1,184
+4% +$58.2K 0.05% 277
2025
Q2 		$1.58M Buy
32,300
+7,180
+29% +$351K 0.06% 282
2025
Q1 		$1.25M Sell
25,120
-220
-0.9% -$11K 0.05% 326
2024
Q4 		$1.27M Sell
25,340
-158
-0.6% -$7.99K 0.05% 308
2024
Q3 		$1.3M Buy
25,498
+20,259
+387% +$1.03M 0.05% 300
2024
Q2 		$263K Sell
5,239
-1,471
-22% -$73.6K 0.01% 926
2024
Q1 		$340K Sell
6,710
-228
-3% -$11.6K 0.01% 813
2023
Q4 		$354K Hold
6,938
– – 0.02% 694
2023
Q3 		$334K Hold
6,938
– – 0.02% 675
2023
Q2 		$348K Sell
6,938
-2,252
-25% -$113K 0.02% 688
2023
Q1 		$466K Buy
9,190
+1,264
+16% +$63.5K 0.02% 563
2022
Q4 		$392K Sell
7,926
-1,910
-19% -$93.4K 0.02% 603
2022
Q3 		$474K Buy
9,836
+69
+0.7% +$3.45K 0.03% 526
2022
Q2 		$488K Hold
9,767
– – 0.03% 537
2022
Q1 		$503K Buy
9,767
+217
+2% +$11.5K 0.02% 584
2021
Q4 		$524K Buy
9,550
+93
+1% +$5.1K 0.02% 606
2021
Q3 		$518K Buy
9,457
+1,423
+18% +$78.7K 0.02% 596
2021
Q2 		$444K Hold
8,034
– – 0.02% 674
2021
Q1 		$439K Hold
8,034
– – 0.02% 630
2020
Q4 		$443K Buy
8,034
+92
+1% +$5.02K 0.04% 506
2020
Q3 		$432K Buy
7,942
+1,332
+20% +$72.7K 0.04% 475
2020
Q2 		$358K Buy
6,610
+2,055
+45% +$109K 0.03% 541
2020
Q1 		$241K Hold
4,555
– – 0.03% 605
2019
Q4 		$244K Buy
+4,555
New +$244K 0.02% 763
2018
Q4 		– Sell
-4,794
Closed -$242K – 935
2018
Q3 		$242K Buy
4,794
+66
+1% +$3.36K 0.03% 681
2018
Q2 		$241K Sell
4,728
-13
-0.3% -$660 0.03% 656
2018
Q1 		$241K Buy
+4,741
New +$242K 0.03% 622

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

Wedbush Securities's VTEB Position: Q1 2026 in Review

Wedbush Securities increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q1 2026, buying an estimated $477K and bringing the position to 42,727 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #250.

Wedbush Securities first reported a position in VTEB in Q1 2018 and has held it in 29 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Wedbush Securities held 42,727 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.13M as of Q1 2026.
  • Wedbush Securities bought 9,438 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $477K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Wedbush Securities's portfolio in Q1 2026, its #250 holding.
  • Wedbush Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 29 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.