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Bowman & Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bowman & Company’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 		$5.57M Sell
110,795
-1,238
-1% -$62.3K 2.35% 10
2025
Q3 		$5.61M Sell
112,033
-6,456
-5% -$317K 2.37% 10
2025
Q2 		$5.81M Buy
118,489
+25,841
+28% +$1.26M 2.59% 9
2025
Q1 		$4.6M Sell
92,648
-2,813
-3% -$141K 2.26% 10
2024
Q4 		$4.79M Sell
95,461
-36,370
-28% -$1.84M 2.47% 7
2024
Q3 		$6.74M Buy
131,831
+3,018
+2% +$153K 3.54% 4
2024
Q2 		$6.45M Buy
128,813
+969
+0.8% +$48.5K 3.73% 3
2024
Q1 		$6.47M Buy
127,844
+24,830
+24% +$1.26M 3.9% 3
2023
Q4 		$5.26M Buy
103,014
+5,304
+5% +$260K 3.66% 4
2023
Q3 		$4.7M Buy
97,710
+5,788
+6% +$287K 3.74% 3
2023
Q2 		$4.62M Buy
91,922
+3,388
+4% +$170K 3.5% 6
2023
Q1 		$4.49M Buy
88,534
+7,324
+9% +$368K 3.29% 7
2022
Q4 		$4.02M Buy
81,210
+3,352
+4% +$164K 3.12% 7
2022
Q3 		$3.75M Buy
77,858
+11,360
+17% +$568K 3.4% 7
2022
Q2 		$3.32M Buy
66,498
+18,592
+39% +$932K 2.9% 6
2022
Q1 		$2.47M Buy
47,906
+9,707
+25% +$517K 1.9% 8
2021
Q4 		$2.1M Buy
+38,199
New +$2.09M 1.61% 9

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

Bowman & Company's VTEB Position: Q4 2025 in Review

Bowman & Company reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.1% in Q4 2025, selling an estimated $62.3K and leaving 110,795 shares worth $5.57M. The position accounts for 2.35% of the portfolio, ranked #10.

Bowman & Company first reported a position in VTEB in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.74M in Q3 2024. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Bowman & Company held 110,795 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.57M as of Q4 2025.
  • Bowman & Company sold 1,238 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $62.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.35% of Bowman & Company's portfolio in Q4 2025, its #10 holding.
  • Bowman & Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.74M in Q3 2024.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.