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

Western 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 		$953K Buy
19,108
+5,687
+42% +$287K 0.04% 460
2025
Q4 		$675K Sell
13,421
-363
-3% -$18.3K 0.03% 445
2025
Q3 		$690K Sell
13,784
-238
-2% -$11.7K 0.04% 382
2025
Q2 		$687K Sell
14,022
-244
-2% -$11.9K 0.04% 343
2025
Q1 		$708K Sell
14,266
-1,922
-12% -$96.2K 0.05% 313
2024
Q4 		$812K Buy
16,188
+3,349
+26% +$169K 0.05% 282
2024
Q3 		$656K Buy
12,839
+29
+0.2% +$1.47K 0.04% 391
2024
Q2 		$642K Buy
12,810
+4,051
+46% +$203K 0.05% 306
2024
Q1 		$443K Buy
8,759
+152
+2% +$7.71K 0.03% 395
2023
Q4 		$439K Sell
8,607
-7,284
-46% -$357K 0.03% 447
2023
Q3 		$764K Buy
15,891
+405
+3% +$20.1K 0.06% 303
2023
Q2 		$778K Sell
15,486
-8,643
-36% -$434K 0.07% 284
2023
Q1 		$1.22M Buy
24,129
+13,984
+138% +$702K 0.11% 195
2022
Q4 		$502K Buy
10,145
+4,190
+70% +$205K 0.05% 337
2022
Q3 		$284K Sell
5,955
-2,439
-29% -$122K 0.02% 648
2022
Q2 		$421K Sell
8,394
-2,865
-25% -$144K 0.02% 517
2022
Q1 		$580K Buy
11,259
+7,349
+188% +$391K 0.03% 480
2021
Q4 		$214K Buy
+3,910
New +$214K 0.02% 568
2019
Q1 		– Sell
-4,753
Closed -$243K – 398
2018
Q4 		$243K Buy
+4,753
New +$239K 0.07% 287

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

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

Western Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q1 2026, buying an estimated $287K and bringing the position to 19,108 shares worth $953K. The position accounts for 0.04% of the portfolio, ranked #460.

Western Wealth Management first reported a position in VTEB in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2023. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Western Wealth Management held 19,108 shares of Vanguard Tax-Exempt Bond Index Fund worth $953K as of Q1 2026.
  • Western Wealth Management bought 5,687 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $287K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Western Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 19 quarters since.
  • Western Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.22M in Q1 2023.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.