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

Boxwood Ventures’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	$1.02M	Hold	20,380	–	–	1.08%	20
2025 Q4	$1.02M	Hold	20,380	–	–	1.03%	22
2025 Q3	$1.02M	Hold	20,380	–	–	1.14%	20
2025 Q2	$999K	Hold	20,380	–	–	1.29%	21
2025 Q1	$1.01M	Hold	20,380	–	–	1.44%	18
2024 Q4	$1.02M	Hold	20,380	–	–	1.37%	19
2024 Q3	$1.04M	Hold	20,380	–	–	1.61%	18
2024 Q2	$1.02M	Hold	20,380	–	–	1.64%	18
2024 Q1	$1.03M	Hold	20,380	–	–	1.81%	16
2023 Q4	$1.04M	Hold	20,380	–	–	1.99%	15
2023 Q3	$980K	Hold	20,380	–	–	1.98%	15
2023 Q2	$1.02M	Hold	20,380	–	–	1.94%	16
2023 Q1	$1.03M	Hold	20,380	–	–	2.13%	15
2022 Q4	$1.01M	Buy	+20,380	New	+$996K	1.81%	19

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boxwood Ventures's VTEB Position: Q1 2026 in Review

Boxwood Ventures held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 20,380 shares worth $1.02M. The position accounts for 1.08% of the portfolio, ranked #20.

Boxwood Ventures first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Boxwood Ventures held 20,380 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.02M as of Q1 2026.
Boxwood Ventures left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.08% of Boxwood Ventures's portfolio in Q1 2026, its #20 holding.
Boxwood Ventures first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Boxwood Ventures's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.04M in Q3 2024.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.