Bessemer Group
VTEB icon

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

Bessemer 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
Q2 		$2.64M Sell
52,205
-24,908
-32% -$1.25M ﹤0.01% 795
2026
Q1 		$3.85M Sell
77,113
-3,652
-5% -$184K 0.01% 571
2025
Q4 		$4.06M Buy
80,765
+7,288
+10% +$367K 0.01% 474
2025
Q3 		$3.68M Buy
73,477
+19,909
+37% +$979K 0.01% 395
2025
Q2 		$2.63M Hold
53,568
– – ﹤0.01% 431
2025
Q1 		$2.66M Hold
53,568
– – ﹤0.01% 424
2024
Q4 		$2.69M Hold
53,568
– – ﹤0.01% 597
2024
Q3 		$2.74M Hold
53,568
– – ﹤0.01% 602
2024
Q2 		$2.69M Buy
53,568
+43,382
+426% +$2.17M ﹤0.01% 454
2024
Q1 		$516K Sell
10,186
-45,670
-82% -$2.31M ﹤0.01% 799
2023
Q4 		$2.85M Buy
55,856
+47,329
+555% +$2.32M 0.01% 434
2023
Q3 		$410K Buy
8,527
+360
+4% +$17.8K ﹤0.01% 855
2023
Q2 		$410K Hold
8,167
– – ﹤0.01% 869
2023
Q1 		$413K Buy
8,167
+3,113
+62% +$156K ﹤0.01% 762
2022
Q4 		$250K Buy
5,054
+2,928
+138% +$143K ﹤0.01% 851
2022
Q3 		$102K Hold
2,126
– – ﹤0.01% 1024
2022
Q2 		$106K Hold
2,126
– – ﹤0.01% 1005
2022
Q1 		$110K Hold
2,126
– – ﹤0.01% 952
2021
Q4 		$117K Buy
2,126
+1,825
+606% +$100K ﹤0.01% 966
2021
Q3 		$16K Hold
301
– – ﹤0.01% 1281
2021
Q2 		$17K Hold
301
– – ﹤0.01% 1264
2021
Q1 		$16K Hold
301
– – ﹤0.01% 1226
2020
Q4 		$17K Sell
301
-367
-55% -$20K ﹤0.01% 1202
2020
Q3 		$36K Hold
668
– – ﹤0.01% 970
2020
Q2 		$36K Sell
668
-3,930
-85% -$209K ﹤0.01% 1391
2020
Q1 		$243K Buy
4,598
+4,323
+1,572% +$231K ﹤0.01% 947
2019
Q4 		$15K Buy
+275
New +$14.7K ﹤0.01% 1402

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

Bessemer Group's VTEB Position: Q2 2026 in Review

Bessemer Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2026, selling an estimated $1.25M and leaving 52,205 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Bessemer Group first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.06M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Bessemer Group held 52,205 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.64M as of Q2 2026.
  • Bessemer Group sold 24,908 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.25M.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #795 holding.
  • Bessemer Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Bessemer Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.06M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.