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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
Q2 		$586K Sell
11,593
-591
-5% -$29.7K 0.19% 32
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Windward Private Wealth Management's VTEB Position: Q2 2026 in Review

Windward Private Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.9% in Q2 2026, selling an estimated $29.7K and leaving 11,593 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #32.

Windward Private Wealth Management first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.19M in Q1 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Windward Private Wealth Management held 11,593 shares of Vanguard Tax-Exempt Bond Index Fund worth $586K as of Q2 2026.
  • Windward Private Wealth Management sold 591 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $29.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Windward Private Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
  • Windward Private Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.19M in Q1 2023.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.