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Binnacle Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Binnacle Investments’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
Q3 		$316K Buy
6,307
+734
+13% +$36.1K 0.19% 48
2025
Q2 		$273K Buy
5,573
+2,289
+70% +$112K 0.18% 46
2025
Q1 		$163K Buy
+3,284
New +$164K 0.12% 71

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Binnacle Investments's VTEB Position: Q3 2025 in Review

Binnacle Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q3 2025, buying an estimated $36.1K and bringing the position to 6,307 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #48.

Binnacle Investments first reported a position in VTEB in Q1 2025 and has held it in 3 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Binnacle Investments held 6,307 shares of Vanguard Tax-Exempt Bond Index Fund worth $316K as of Q3 2025.
  • Binnacle Investments bought 734 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $36.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Binnacle Investments's portfolio in Q3 2025, its #48 holding.
  • Binnacle Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 3 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.