Ariston Services Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ariston Services Group’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	–	Sell	-15,279	Closed	-$771K	–	22
2025 Q4	$768K	Buy	15,279 +3,982	+35%	+$200K	0.45%	23
2025 Q3	$566K	Buy	11,297 +490	+5%	+$24.1K	0.34%	28
2025 Q2	$530K	Buy	10,807 +56	+0.5%	+$2.74K	0.38%	28
2025 Q1	$533K	Buy	10,751 +3,956	+58%	+$198K	0.45%	24
2024 Q4	$341K	Buy	+6,795	New	+$344K	0.3%	32

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ariston Services Group's VTEB Position: Q1 2026 in Review

Ariston Services Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 15,279 shares — an estimated $771K sold.

Ariston Services Group first reported a position in VTEB in Q4 2024 and held it in 5 quarters. The position peaked at $768K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Ariston Services Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Ariston Services Group sold 15,279 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $771K.
Ariston Services Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 5 quarters.
Ariston Services Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $768K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Ariston Services Group's 13F filing for Q1 2026, filed 22 Apr 2026.