BTC Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BTC Capital Management’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 Q1	–	Sell	-44,151	Closed	-$2.21M	–	208
2024 Q4	$2.21M	Buy	+44,151	New	+$2.23M	0.21%	90
2023 Q1	–	Sell	-25,362	Closed	-$1.26M	–	247
2022 Q4	$1.26M	Buy	+25,362	New	+$1.24M	0.15%	116
2022 Q3	–	Sell	-81,319	Closed	-$4.06M	–	257
2022 Q2	$4.06M	Buy	+81,319	New	+$4.08M	0.5%	65
2022 Q1	–	Sell	-5,465	Closed	-$300K	–	273
2021 Q4	$300K	Buy	+5,465	New	+$299K	0.03%	232

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

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

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BTC Capital Management's VTEB Position: Q1 2025 in Review

BTC Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 44,151 shares — an estimated $2.21M sold.

BTC Capital Management first reported a position in VTEB in Q4 2021 and held it in 4 quarters. The position peaked at $4.06M in Q2 2022. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

BTC Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
BTC Capital Management sold 44,151 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $2.21M.
BTC Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 4 quarters.
BTC Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.06M in Q2 2022.
1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on BTC Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.