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C.M. Bidwell & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

C.M. Bidwell & Associates’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 		$3.11M Buy
62,306
+7,716
+14% +$390K 1.45% 19
2025
Q4 		$2.75M Buy
54,590
+41
+0.1% +$2.06K 1.3% 20
2025
Q3 		$2.73M Buy
54,549
+1,144
+2% +$56.2K 1.31% 21
2025
Q2 		$2.62M Buy
53,405
+2,546
+5% +$124K 1.36% 19
2025
Q1 		$2.52M Sell
50,859
-16,696
-25% -$835K 1.52% 18
2024
Q4 		$3.39M Buy
67,555
+3,794
+6% +$192K 2.06% 14
2024
Q3 		$3.26M Buy
63,761
+28,905
+83% +$1.46M 1.99% 15
2024
Q2 		$1.75M Buy
34,856
+8,510
+32% +$426K 1.17% 20
2024
Q1 		$1.33M Buy
26,346
+15,310
+139% +$776K 0.91% 30
2023
Q4 		$563K Buy
11,036
+5,465
+98% +$268K 0.42% 46
2023
Q3 		$268K Hold
5,571
– – 0.2% 82
2023
Q2 		$280K Hold
5,571
– – 0.2% 85
2023
Q1 		$282K Hold
5,571
– – 0.21% 79
2022
Q4 		$276K Buy
5,571
+637
+13% +$31.1K 0.22% 80
2022
Q3 		$238K Sell
4,934
-2,825
-36% -$141K 0.2% 89
2022
Q2 		$387K Sell
7,759
-7,817
-50% -$392K 0.31% 52
2022
Q1 		$803K Sell
15,576
-837
-5% -$44.5K 0.53% 38
2021
Q4 		$901K Buy
16,413
+136
+0.8% +$7.45K 0.55% 34
2021
Q3 		$891K Buy
16,277
+2,944
+22% +$163K 0.59% 30
2021
Q2 		$737K Buy
13,333
+2,785
+26% +$153K 0.48% 37
2021
Q1 		$576K Buy
10,548
+2,055
+24% +$113K 0.42% 38
2020
Q4 		$469K Sell
8,493
-15
-0.2% -$819 0.38% 40
2020
Q3 		$463K Buy
8,508
+505
+6% +$27.6K 0.43% 38
2020
Q2 		$433K Sell
8,003
-7,995
-50% -$426K 0.4% 45
2020
Q1 		$846K Buy
15,998
+2,076
+15% +$111K 0.89% 22
2019
Q4 		$745K Buy
13,922
+2,760
+25% +$148K 0.67% 24
2019
Q3 		$599K Buy
11,162
+6,308
+130% +$338K 0.59% 43
2019
Q2 		$258K Buy
4,854
+1,532
+46% +$80.5K 0.26% 105
2019
Q1 		$173K Sell
3,322
-943
-22% -$48.5K 0.17% 140
2018
Q4 		$218K Sell
4,265
-1,025
-19% -$51.6K 0.24% 115
2018
Q3 		$267K Buy
5,290
+1,118
+27% +$56.9K 0.25% 112
2018
Q2 		$213K Buy
4,172
+577
+16% +$29.3K 0.2% 131
2018
Q1 		$183K Buy
3,595
+1,225
+52% +$62.4K 0.17% 144
2017
Q4 		$122K Buy
+2,370
New +$122K 0.11% 196

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C.M. Bidwell & Associates's VTEB Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q1 2026, buying an estimated $390K and bringing the position to 62,306 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #19.

C.M. Bidwell & Associates first reported a position in VTEB in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.39M in Q4 2024. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • C.M. Bidwell & Associates held 62,306 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.11M as of Q1 2026.
  • C.M. Bidwell & Associates bought 7,716 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $390K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.45% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #19 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 34 quarters since.
  • C.M. Bidwell & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.39M in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.