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 Q2	$711K	Hold	14,056	–	–	0.01%	698
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Callan Family Office's VTEB Position: Q2 2026 in Review

Callan Family Office held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 14,056 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #698.

Callan Family Office first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $763K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Callan Family Office held 14,056 shares of Vanguard Tax-Exempt Bond Index Fund worth $711K as of Q2 2026.
Callan Family Office left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #698 holding.
Callan Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Callan Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $763K in Q4 2025.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.