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Callan Family Office’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Callan Family Office’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 		$701K Sell
14,056
-1,110
-7% -$56K 0.02% 660
2025
Q4 		$763K Buy
15,166
+1,110
+8% +$55.9K 0.02% 628
2025
Q3 		$704K Hold
14,056
– – 0.02% 446
2025
Q2 		$689K Hold
14,056
– – 0.02% 489
2025
Q1 		$697K Hold
14,056
– – 0.05% 261
2024
Q4 		$705K Buy
+14,056
New +$711K 0.04% 305

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

Callan Family Office's VTEB Position: Q1 2026 in Review

Callan Family Office reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.3% in Q1 2026, selling an estimated $56K and leaving 14,056 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #660.

Callan Family Office first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $763K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Callan Family Office held 14,056 shares of Vanguard Tax-Exempt Bond Index Fund worth $701K as of Q1 2026.
  • Callan Family Office sold 1,110 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $56K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #660 holding.
  • Callan Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $763K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.