Americana Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Americana Partners’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
2025 Q4	–	Sell	-18,235	Closed	-$913K	–	503
2025 Q3	$913K	Hold	18,235	–	–	0.03%	267
2025 Q2	$894K	Hold	18,235	–	–	0.03%	258
2025 Q1	$905K	Sell	18,235 -2,091	-10%	-$105K	0.04%	225
2024 Q4	$1.02M	Sell	20,326 -1,950	-9%	-$98.6K	0.04%	218
2024 Q3	$1.14M	Sell	22,276 -9,305	-29%	-$472K	0.08%	184
2024 Q2	$1.58M	Buy	31,581 +9,305	+42%	+$466K	0.12%	151
2024 Q1	$1.13M	Sell	22,276 -55,173	-71%	-$2.8M	0.09%	169
2023 Q4	$3.95M	Sell	77,449 -11,385	-13%	-$558K	0.38%	77
2023 Q3	$4.27M	Buy	88,834 +12,948	+17%	+$641K	0.46%	61
2023 Q2	$3.81M	Buy	75,886 +36,139	+91%	+$1.82M	0.49%	52
2023 Q1	$2.01M	Buy	39,747 +19,572	+97%	+$982K	0.32%	86
2022 Q4	$998K	Hold	20,175	–	–	0.17%	122
2022 Q3	$971K	Buy	+20,175	New	+$1.01M	0.17%	117

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Americana Partners's VTEB Position: Q4 2025 in Review

Americana Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 18,235 shares — an estimated $913K sold.

Americana Partners first reported a position in VTEB in Q3 2022 and held it in 13 quarters. The position peaked at $4.27M in Q3 2023. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Americana Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Americana Partners sold 18,235 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $913K.
Americana Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 13 quarters.
Americana Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.27M in Q3 2023.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Americana Partners's 13F filing for Q4 2025, filed 6 Feb 2026.