BJL
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Brighton Jones LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Brighton Jones LLC’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 		$1.85M Sell
36,500
-6,093
-14% -$306K 0.03% 324
2026
Q1 		$2.12M Buy
+42,593
New +$2.15M 0.05% 257
2025
Q4 		– Sell
-11,980
Closed -$600K – 946
2025
Q3 		$600K Buy
11,980
+4,088
+52% +$201K 0.01% 565
2025
Q2 		$387K Buy
+7,892
New +$386K 0.01% 626
2024
Q4 		– Sell
-4,685
Closed -$239K – 711
2024
Q3 		$239K Sell
4,685
-5,352
-53% -$271K 0.01% 487
2024
Q2 		$503K Buy
10,037
+129
+1% +$6.46K 0.02% 349
2024
Q1 		$501K Buy
9,908
+1,735
+21% +$87.9K 0.02% 348
2023
Q4 		$417K Buy
8,173
+386
+5% +$18.9K 0.02% 364
2023
Q3 		$375K Sell
7,787
-3,232
-29% -$160K 0.02% 349
2023
Q2 		$553K Sell
11,019
-6,163
-36% -$310K 0.03% 282
2023
Q1 		$870K Buy
17,182
+6,696
+64% +$336K 0.05% 200
2022
Q4 		$519K Buy
+10,486
New +$513K 0.03% 243
2022
Q3 		– Sell
-9,952
Closed -$497K – 502
2022
Q2 		$497K Sell
9,952
-14,173
-59% -$710K 0.03% 250
2022
Q1 		$1.24M Buy
24,125
+15,216
+171% +$810K 0.06% 153
2021
Q4 		$489K Buy
8,909
+1,061
+14% +$58.1K 0.02% 285
2021
Q3 		$430K Buy
7,848
+2,169
+38% +$120K 0.02% 295
2021
Q2 		$314K Buy
5,679
+95
+2% +$5.23K 0.02% 343
2021
Q1 		$305K Buy
5,584
+355
+7% +$19.5K 0.02% 307
2020
Q4 		$289K Buy
5,229
+39
+0.8% +$2.13K 0.02% 298
2020
Q3 		$283K Sell
5,190
-924
-15% -$50.4K 0.02% 267
2020
Q2 		$331K Sell
6,114
-99
-2% -$5.28K 0.03% 212
2020
Q1 		$329K Buy
6,213
+41
+0.7% +$2.19K 0.03% 198
2019
Q4 		$330K Buy
6,172
+45
+0.7% +$2.41K 0.04% 227
2019
Q3 		$329K Buy
6,127
+34
+0.6% +$1.82K 0.04% 219
2019
Q2 		$323K Buy
6,093
+36
+0.6% +$1.89K 0.04% 211
2019
Q1 		$316K Buy
6,057
+11
+0.2% +$566 0.04% 217
2018
Q4 		$309K Buy
6,046
+166
+3% +$8.36K 0.04% 189
2018
Q3 		$297K Buy
+5,880
New +$299K 0.04% 206

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brighton Jones LLC's VTEB Position: Q2 2026 in Review

Brighton Jones LLC reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, selling an estimated $306K and leaving 36,500 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #324.

Brighton Jones LLC first reported a position in VTEB in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.12M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Brighton Jones LLC held 36,500 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.85M as of Q2 2026.
  • Brighton Jones LLC sold 6,093 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $306K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #324 holding.
  • Brighton Jones LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 28 quarters since.
  • Brighton Jones LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.12M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.