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VTEB icon

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

Birchbrook’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
Q4 		– Sell
-5,785
Closed -$290K – 305
2025
Q3 		$290K Hold
5,785
– – 0.15% 64
2025
Q2 		$284K Hold
5,785
– – 0.15% 62
2025
Q1 		$287K Buy
5,785
+1,065
+23% +$53.3K 0.16% 57
2024
Q4 		$237K Hold
4,720
– – 0.13% 60
2024
Q3 		$241K Hold
4,720
– – 0.13% 60
2024
Q2 		$237K Buy
4,720
+794
+20% +$39.7K 0.14% 61
2024
Q1 		$199K Buy
+3,926
New +$199K 0.12% 69

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Birchbrook's VTEB Position: Q4 2025 in Review

Birchbrook sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 5,785 shares — an estimated $290K sold.

Birchbrook first reported a position in VTEB in Q1 2024 and held it in 7 quarters. The position peaked at $290K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Birchbrook reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
  • Birchbrook sold 5,785 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $290K.
  • Birchbrook first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 7 quarters.
  • Birchbrook's Vanguard Tax-Exempt Bond Index Fund position peaked at $290K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Birchbrook's 13F filing for Q4 2025, filed 4 Feb 2026.