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Westshore Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Westshore Wealth’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 		$791K Hold
15,851
– – 0.28% 39
2025
Q4 		$797K Hold
15,851
– – 0.26% 36
2025
Q3 		$794K Buy
+15,851
New +$779K 0.27% 35
2023
Q2 		– Sell
-5,359
Closed -$271K – 121
2023
Q1 		$271K Buy
+5,359
New +$269K 0.14% 79

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

Westshore Wealth's VTEB Position: Q1 2026 in Review

Westshore Wealth held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 15,851 shares worth $791K. The position accounts for 0.28% of the portfolio, ranked #39.

Westshore Wealth first reported a position in VTEB in Q1 2023 and has held it in 4 quarters since. The position peaked at $797K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Westshore Wealth held 15,851 shares of Vanguard Tax-Exempt Bond Index Fund worth $791K as of Q1 2026.
  • Westshore Wealth left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.28% of Westshore Wealth's portfolio in Q1 2026, its #39 holding.
  • Westshore Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 4 quarters since.
  • Westshore Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $797K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.