1834 Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

1834 Investment Advisors’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	$3.16M	Sell	62,527 -2,466	-4%	-$124K	0.36%	77
2026 Q1	$3.24M	Buy	64,993 +31,950	+97%	+$1.61M	0.4%	63
2025 Q4	$1.66M	Buy	33,043 +13,175	+66%	+$663K	0.21%	90
2025 Q3	$995K	Sell	19,868 -6,820	-26%	-$335K	0.12%	114
2025 Q2	$1.31M	Buy	26,688 +3,478	+15%	+$170K	0.17%	97
2025 Q1	$1.15M	Buy	23,210 +620	+3%	+$31K	0.15%	99
2024 Q4	$1.13M	Buy	22,590 +665	+3%	+$33.6K	0.14%	104
2024 Q3	$1.12M	Buy	21,925 +650	+3%	+$32.9K	0.13%	115
2024 Q2	$1.07M	Buy	21,275 +827	+4%	+$41.4K	0.13%	116
2024 Q1	$1.03M	Sell	20,448 -2,144	-9%	-$109K	0.12%	113
2023 Q4	$1.15M	Buy	22,592 +15,560	+221%	+$763K	0.14%	105
2023 Q3	$338K	Buy	+7,032	New	+$348K	0.04%	192

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

1834 Investment Advisors's VTEB Position: Q2 2026 in Review

1834 Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q2 2026, selling an estimated $124K and leaving 62,527 shares worth $3.16M. The position accounts for 0.36% of the portfolio, ranked #77.

1834 Investment Advisors first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.24M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

1834 Investment Advisors held 62,527 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.16M as of Q2 2026.
1834 Investment Advisors sold 2,466 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $124K.
Vanguard Tax-Exempt Bond Index Fund made up 0.36% of 1834 Investment Advisors's portfolio in Q2 2026, its #77 holding.
1834 Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
1834 Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.24M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.