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 Q2	$515K	Sell	10,190 -10,190	-50%	-$512K	0.31%	28
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 $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boxwood Ventures's VTEB Position: Q2 2026 in Review

Boxwood Ventures reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 50% in Q2 2026, selling an estimated $512K and leaving 10,190 shares worth $515K. The position accounts for 0.31% of the portfolio, ranked #28.

Boxwood Ventures first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Boxwood Ventures held 10,190 shares of Vanguard Tax-Exempt Bond Index Fund worth $515K as of Q2 2026.
Boxwood Ventures sold 10,190 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $512K.
Vanguard Tax-Exempt Bond Index Fund made up 0.31% of Boxwood Ventures's portfolio in Q2 2026, its #28 holding.
Boxwood Ventures first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Boxwood Ventures's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.04M in Q3 2024.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Boxwood Ventures's 13F filing for Q2 2026, filed 12 Aug 2026.