Bay Colony Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bay Colony 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 Q1	–	Sell	-4,787	Closed	-$241K	–	538
2025 Q4	$241K	Buy	4,787 +503	+12%	+$25.3K	0.03%	437
2025 Q3	$214K	Buy	+4,284	New	+$211K	0.03%	472
2020 Q1	–	Sell	-5,364	Closed	-$290K	–	253
2019 Q4	$290K	Sell	5,364 -1,584	-23%	-$84.8K	0.19%	179
2019 Q3	$373K	Sell	6,948 -59	-0.8%	-$3.16K	0.25%	144
2019 Q2	$372K	Hold	7,007	–	–	0.24%	117
2019 Q1	$366K	Buy	+7,007	New	+$360K	0.24%	112
2018 Q3	–	Sell	-4,300	Closed	-$219K	–	884
2018 Q2	$219K	Buy	+4,300	New	+$218K	0.15%	140

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bay Colony Advisors's VTEB Position: Q1 2026 in Review

Bay Colony Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 4,787 shares — an estimated $241K sold.

Bay Colony Advisors first reported a position in VTEB in Q2 2018 and held it in 7 quarters. The position peaked at $373K in Q3 2019. 1,351 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Bay Colony Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Bay Colony Advisors sold 4,787 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $241K.
Bay Colony Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 7 quarters.
Bay Colony Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $373K in Q3 2019.
1,351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Bay Colony Advisors's 13F filing for Q1 2026, filed 5 May 2026.