Westside Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Westside Investment 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 Q2	$558K	Hold	11,037	–	–	0.07%	191
2026 Q1	$551K	Hold	11,037	–	–	0.08%	180
2025 Q4	$555K	Hold	11,037	–	–	0.09%	166
2025 Q3	$552K	Buy	11,037 +3,974	+56%	+$195K	0.09%	175
2025 Q2	$346K	Sell	7,063 -70	-1%	-$3.42K	0.06%	197
2025 Q1	$354K	Buy	7,133 +1,517	+27%	+$75.9K	0.08%	184
2024 Q4	$282K	Hold	5,616	–	–	0.06%	194
2024 Q3	$287K	Hold	5,616	–	–	0.06%	195
2024 Q2	$281K	Hold	5,616	–	–	0.06%	194
2024 Q1	$284K	Hold	5,616	–	–	0.07%	193
2023 Q4	$287K	Hold	5,616	–	–	0.07%	178
2023 Q3	$270K	Hold	5,616	–	–	0.08%	181
2023 Q2	$282K	Hold	5,616	–	–	0.08%	181
2023 Q1	$285K	Hold	5,616	–	–	0.08%	176
2022 Q4	$277	Buy	+5,616	New	+$275K	﹤0.01%	304

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

Westside Investment Management's VTEB Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 11,037 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #191.

Westside Investment Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Westside Investment Management held 11,037 shares of Vanguard Tax-Exempt Bond Index Fund worth $558K as of Q2 2026.
Westside Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #191 holding.
Westside Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.