Brio Consultants
VTEB icon

Brio Consultants’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Brio Consultants’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
Q3 		$2.28M Buy
48,124
+28,756
+148% +$1.42M 0.26% 56
2026
Q2 		$980K Buy
19,368
+6,483
+50% +$326K 0.11% 82
2026
Q1 		$646K Sell
12,885
-414
-3% -$20.9K 0.08% 95
2025
Q4 		$669K Buy
13,299
+2,007
+18% +$101K 0.09% 86
2025
Q3 		$565K Buy
11,292
+1,329
+13% +$65.3K 0.08% 90
2025
Q2 		$488K Sell
9,963
-21,402
-68% -$1.05M 0.07% 93
2025
Q1 		$1.56M Sell
31,365
-16,339
-34% -$817K 0.24% 55
2024
Q4 		$2.39M Buy
47,704
+8,600
+22% +$435K 0.37% 45
2024
Q3 		$2M Buy
39,104
+22,003
+129% +$1.12M 0.32% 50
2024
Q2 		$857K Buy
17,101
+221
+1% +$11.1K 0.14% 62
2024
Q1 		$854K Buy
16,880
+6,572
+64% +$333K 0.14% 64
2023
Q4 		$526K Sell
10,308
-26,460
-72% -$1.3M 0.09% 69
2023
Q3 		$1.77M Sell
36,768
-1,222
-3% -$60.5K 0.33% 44
2023
Q2 		$1.91M Sell
37,990
-3,466
-8% -$174K 0.34% 42
2023
Q1 		$2.1M Buy
41,456
+2,069
+5% +$104K 0.39% 44
2022
Q4 		$1.95M Sell
39,387
-8,035
-17% -$393K 0.39% 45
2022
Q3 		$2.26M Sell
47,422
-27,000
-36% -$1.35M 0.48% 43
2022
Q2 		$3.75M Buy
+74,422
New +$3.73M 0.85% 27

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Brio Consultants's VTEB Position: Q3 2026 in Review

Brio Consultants increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 148% in Q3 2026, buying an estimated $1.42M and bringing the position to 48,124 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #56.

Brio Consultants first reported a position in VTEB in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.75M in Q2 2022. 1,264 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Brio Consultants held 48,124 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.28M as of Q3 2026.
  • Brio Consultants bought 28,756 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.42M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Brio Consultants's portfolio in Q3 2026, its #56 holding.
  • Brio Consultants first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 18 quarters since.
  • Brio Consultants's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.75M in Q2 2022.
  • 1,264 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.