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 Q2	$651K	Sell	12,876 -2,975	-19%	-$149K	0.2%	49
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westshore Wealth's VTEB Position: Q2 2026 in Review

Westshore Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, selling an estimated $149K and leaving 12,876 shares worth $651K. The position accounts for 0.2% of the portfolio, ranked #49.

Westshore Wealth first reported a position in VTEB in Q1 2023 and has held it in 5 quarters since. The position peaked at $797K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Westshore Wealth held 12,876 shares of Vanguard Tax-Exempt Bond Index Fund worth $651K as of Q2 2026.
Westshore Wealth sold 2,975 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $149K.
Vanguard Tax-Exempt Bond Index Fund made up 0.2% of Westshore Wealth's portfolio in Q2 2026, its #49 holding.
Westshore Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 5 quarters since.
Westshore Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $797K in Q4 2025.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.