Cary Street Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cary Street Partners’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	$3.02M	Sell	59,673 -2,722	-4%	-$137K	0.07%	279
2026 Q1	$3.11M	Buy	62,395 +1,318	+2%	+$66.5K	0.08%	251
2025 Q4	$3.07M	Buy	61,077 +7,459	+14%	+$375K	0.08%	257
2025 Q3	$2.68M	Hold	53,618	–	–	0.07%	281
2025 Q2	$2.63M	Buy	53,618 +93	+0.2%	+$4.54K	0.07%	272
2025 Q1	$2.66M	Hold	53,525	–	–	0.08%	241
2024 Q4	$2.68M	Buy	+53,525	New	+$2.71M	0.09%	229

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

Cary Street Partners's VTEB Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.4% in Q2 2026, selling an estimated $137K and leaving 59,673 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #279.

Cary Street Partners first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cary Street Partners held 59,673 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.02M as of Q2 2026.
Cary Street Partners sold 2,722 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $137K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Cary Street Partners's portfolio in Q2 2026, its #279 holding.
Cary Street Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.11M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.