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Baron Silver Stevens Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Baron Silver Stevens Financial 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 		$10.6M Buy
208,792
+1,628
+0.8% +$81.8K 1.34% 20
2026
Q1 		$10.3M Buy
207,164
+11,422
+6% +$577K 1.5% 19
2025
Q4 		$9.84M Buy
195,742
+11,651
+6% +$586K 1.42% 20
2025
Q3 		$9.22M Sell
184,091
-17,888
-9% -$879K 1.35% 21
2025
Q2 		$9.9M Sell
201,979
-84,909
-30% -$4.15M 1.59% 18
2025
Q1 		$14.2M Sell
286,888
-21,682
-7% -$1.08M 2.49% 14
2024
Q4 		$15.5M Buy
308,570
+2,178
+0.7% +$110K 2.63% 13
2024
Q3 		$15.7M Buy
306,392
+11,536
+4% +$585K 2.73% 13
2024
Q2 		$14.8M Buy
294,856
+20,353
+7% +$1.02M 2.8% 13
2024
Q1 		$13.9M Buy
274,503
+1,668
+0.6% +$84.5K 2.68% 14
2023
Q4 		$13.9M Sell
272,835
-43,808
-14% -$2.15M 2.92% 14
2023
Q3 		$15.2M Sell
316,643
-48,532
-13% -$2.4M 3.45% 10
2023
Q2 		$18.3M Buy
365,175
+17,518
+5% +$880K 4.02% 8
2023
Q1 		$17.6M Sell
347,657
-15,917
-4% -$799K 4.59% 6
2022
Q4 		$18M Buy
363,574
+121,511
+50% +$5.94M 4.43% 8
2022
Q3 		$8.53M Buy
242,063
+55,944
+30% +$2.8M 2.32% 15
2022
Q2 		$9.29M Buy
186,119
+92,894
+100% +$4.66M 2.4% 14
2022
Q1 		$4.8M Sell
93,225
-52,203
-36% -$2.78M 1.13% 21
2021
Q4 		$7.99M Buy
145,428
+34,516
+31% +$1.89M 1.89% 17
2021
Q3 		$6.07M Buy
110,912
+38,506
+53% +$2.13M 1.62% 18
2021
Q2 		$4M Buy
+72,406
New +$3.99M 1.09% 20
2021
Q1 		– Sell
-8,767
Closed -$483K – 467
2020
Q4 		$483K Buy
+8,767
New +$479K 0.17% 36

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

Baron Silver Stevens Financial Advisors's VTEB Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.79% in Q2 2026, buying an estimated $81.8K and bringing the position to 208,792 shares worth $10.6M. The position accounts for 1.34% of the portfolio, ranked #20.

Baron Silver Stevens Financial Advisors first reported a position in VTEB in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.3M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 208,792 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.6M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 1,628 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $81.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.34% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.3M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.