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Windward Private Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Windward Private 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 		$608K Buy
12,184
+1,181
+11% +$59.6K 0.21% 31
2025
Q4 		$553K Buy
11,003
+3,702
+51% +$186K 0.19% 32
2025
Q3 		$366K Buy
7,301
+1,579
+28% +$77.6K 0.13% 34
2025
Q2 		$281K Sell
5,722
-21,292
-79% -$1.04M 0.1% 38
2025
Q1 		$1.34M Buy
27,014
+75
+0.3% +$3.75K 0.52% 23
2024
Q4 		$1.35M Buy
26,939
+7,913
+42% +$400K 0.53% 23
2024
Q3 		$973K Buy
19,026
+784
+4% +$39.7K 0.37% 28
2024
Q2 		$914K Buy
18,242
+4,025
+28% +$201K 0.37% 29
2024
Q1 		$719K Sell
14,217
-8,056
-36% -$408K 0.29% 32
2023
Q4 		$1.14M Sell
22,273
-18,244
-45% -$895K 0.48% 28
2023
Q3 		$1.95M Buy
40,517
+1,316
+3% +$65.2K 0.88% 21
2023
Q2 		$1.97M Sell
39,201
-23,681
-38% -$1.19M 0.87% 21
2023
Q1 		$3.19M Buy
62,882
+722
+1% +$36.2K 1.36% 16
2022
Q4 		$3.08M Sell
62,160
-2,855
-4% -$140K 1.36% 16
2022
Q3 		$3.13M Buy
+65,015
New +$3.25M 1.51% 13

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

Windward Private Wealth Management's VTEB Position: Q1 2026 in Review

Windward Private Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q1 2026, buying an estimated $59.6K and bringing the position to 12,184 shares worth $608K. The position accounts for 0.21% of the portfolio, ranked #31.

Windward Private Wealth Management first reported a position in VTEB in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.19M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Windward Private Wealth Management held 12,184 shares of Vanguard Tax-Exempt Bond Index Fund worth $608K as of Q1 2026.
  • Windward Private Wealth Management bought 1,181 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $59.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Windward Private Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 15 quarters since.
  • Windward Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.19M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.