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VTEB icon

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

BOK Financial’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
-2,823
Closed -$142K – 1124
2025
Q4 		$142K Buy
+2,823
New +$142K ﹤0.01% 726
2025
Q2 		– Sell
-276
Closed -$13.7K – 1348
2025
Q1 		$13.7K Buy
+276
New +$13.8K ﹤0.01% 959
2024
Q4 		– Sell
-1,231
Closed -$62.8K – 1460
2024
Q3 		$62.8K Hold
1,231
– – ﹤0.01% 798
2024
Q2 		$61.7K Buy
+1,231
New +$61.6K ﹤0.01% 845
2023
Q2 		– Sell
-11,833
Closed -$599K – 1183
2023
Q1 		$599K Sell
11,833
-3,850
-25% -$193K 0.01% 541
2022
Q4 		$776K Sell
15,683
-49,859
-76% -$2.44M 0.01% 585
2022
Q3 		$3.15M Buy
65,542
+9,550
+17% +$477K 0.06% 273
2022
Q2 		$2.79M Buy
55,992
+16,329
+41% +$819K 0.05% 302
2022
Q1 		$2.04M Sell
39,663
-1,784
-4% -$95K 0.03% 404
2021
Q4 		$2.28M Hold
41,447
– – 0.04% 379
2021
Q3 		$2.27M Buy
+41,447
New +$2.29M 0.04% 370
2021
Q1 		$2.79M Buy
50,977
+296
+0.6% +$16.3K 0.05% 320
2020
Q4 		$2.8M Sell
50,681
-1,018
-2% -$55.6K 0.05% 308
2020
Q3 		$2.81M Buy
51,699
+4,700
+10% +$257K 0.06% 269
2020
Q2 		$2.54M Buy
46,999
+23,439
+99% +$1.25M 0.06% 279
2020
Q1 		$1.25M Buy
+23,560
New +$1.26M 0.04% 378

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOK Financial's VTEB Position: Q1 2026 in Review

BOK Financial sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 2,823 shares — an estimated $142K sold.

BOK Financial first reported a position in VTEB in Q1 2020 and held it in 16 quarters. The position peaked at $3.15M in Q3 2022. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • BOK Financial reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 2,823 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $142K.
  • BOK Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 16 quarters.
  • BOK Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.15M in Q3 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.