Western Pacific Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Western Pacific Wealth Management’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	$7.94K	Hold	159	–	–	0.01%	157
2025 Q4	$8.01K	Hold	159	–	–	0.01%	144
2025 Q3	$7.95K	Buy	159 +2	+1%	+$98	0.01%	162
2025 Q2	$7.72K	Buy	157 +1	+0.6%	+$49	0.01%	169
2025 Q1	$7.75K	Buy	156 +1	+0.6%	+$50	0.01%	164
2024 Q4	$7.78K	Buy	155 +1	+0.6%	+$51	0.01%	172
2024 Q3	$7.86K	Buy	154 +2	+1%	+$101	0.01%	211
2024 Q2	$7.64K	Sell	152 -68	-31%	-$3.4K	0.01%	185
2024 Q1	$11.1K	Buy	220 +69	+46%	+$3.5K	0.01%	188
2023 Q4	$7.68K	Buy	151 +2	+1%	+$98	0.01%	195
2023 Q3	$7.17K	Hold	149	–	–	0.01%	200
2023 Q2	$7.48K	Hold	149	–	–	0.01%	202
2023 Q1	$7.55K	Hold	149	–	–	0.01%	208
2022 Q4	$7.37K	Buy	+149	New	+$7.28K	0.01%	200

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Pacific Wealth Management's VTEB Position: Q1 2026 in Review

Western Pacific Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 159 shares worth $7.94K. The position accounts for 0.01% of the portfolio, ranked #157.

Western Pacific Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1K in Q1 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Western Pacific Wealth Management held 159 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.94K as of Q1 2026.
Western Pacific Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #157 holding.
Western Pacific Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Western Pacific Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.1K in Q1 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.