Cerity Partners
VTEB icon

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

Cerity 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 		$223M Buy
4,415,366
+13,515
+0.3% +$679K 0.27% 75
2026
Q1 		$220M Buy
4,401,851
+362,662
+9% +$18.3M 0.31% 61
2025
Q4 		$203M Sell
4,039,189
-175,795
-4% -$8.85M 0.3% 64
2025
Q3 		$211M Buy
4,214,984
+62,340
+2% +$3.06M 0.34% 56
2025
Q2 		$204M Buy
4,152,644
+42,877
+1% +$2.09M 0.36% 53
2025
Q1 		$204M Buy
4,109,767
+110,937
+3% +$5.55M 0.41% 50
2024
Q4 		$200M Buy
3,998,830
+762,893
+24% +$38.6M 0.43% 44
2024
Q3 		$165M Buy
3,235,937
+73,945
+2% +$3.75M 0.37% 51
2024
Q2 		$158M Buy
3,161,992
+31,394
+1% +$1.57M 0.42% 47
2024
Q1 		$158M Buy
3,130,598
+248,062
+9% +$12.6M 0.42% 50
2023
Q4 		$147M Buy
2,882,536
+1,305,680
+83% +$64M 0.48% 44
2023
Q3 		$75.8M Buy
1,576,856
+79,101
+5% +$3.92M 0.37% 70
2023
Q2 		$75.2M Sell
1,497,755
-507,142
-25% -$25.5M 0.29% 81
2023
Q1 		$102M Buy
2,004,897
+963,015
+92% +$48.3M 0.24% 60
2022
Q4 		$103M Buy
1,041,882
+198,812
+24% +$9.72M 0.66% 28
2022
Q3 		$40.6M Buy
843,070
+27,628
+3% +$1.38M 0.49% 40
2022
Q2 		$40.7M Buy
815,442
+640,184
+365% +$32.1M 0.45% 43
2022
Q1 		$8.31M Buy
175,258
+107,228
+158% +$5.71M 0.13% 139
2021
Q4 		$3.98M Buy
68,030
+41,363
+155% +$2.27M 0.06% 228
2021
Q3 		$1.46M Buy
26,667
+1,414
+6% +$78.2K 0.03% 308
2021
Q2 		$1.4M Buy
25,253
+1,629
+7% +$89.8K 0.03% 316
2021
Q1 		$1.29M Buy
23,624
+485
+2% +$26.6K 0.03% 309
2020
Q4 		$1.28M Buy
+23,139
New +$1.26M 0.04% 277
2020
Q2 		– Sell
-10,996
Closed -$582K – 490
2020
Q1 		$582K Hold
10,996
– – 0.04% 267
2019
Q4 		$589K Hold
10,996
– – 0.03% 310
2019
Q3 		$590K Buy
+10,996
New +$589K 0.03% 295

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's VTEB Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.31% in Q2 2026, buying an estimated $679K and bringing the position to 4,415,366 shares worth $223M. The position accounts for 0.27% of the portfolio, ranked #75.

Cerity Partners first reported a position in VTEB in Q3 2019 and has held it in 26 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cerity Partners held 4,415,366 shares of Vanguard Tax-Exempt Bond Index Fund worth $223M as of Q2 2026.
  • Cerity Partners bought 13,515 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $679K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Cerity Partners's portfolio in Q2 2026, its #75 holding.
  • Cerity Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 26 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.