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Chicago Partners Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Chicago Partners Investment Group’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 		$2.44M Sell
49,290
-23,651
-32% -$1.19M 0.05% 300
2026
Q1 		$3.68M Buy
72,941
+6,393
+10% +$323K 0.08% 217
2025
Q4 		$3.36M Buy
66,548
+3,924
+6% +$197K 0.08% 207
2025
Q3 		$3.17M Sell
62,624
-1,967
-3% -$96.7K 0.08% 206
2025
Q2 		$3.14M Buy
64,591
+221
+0.3% +$10.8K 0.09% 196
2025
Q1 		$3.16M Sell
64,370
-2,089
-3% -$105K 0.11% 172
2024
Q4 		$3.32M Buy
66,459
+32,097
+93% +$1.62M 0.11% 157
2024
Q3 		$1.72M Sell
34,362
-20,658
-38% -$1.05M 0.06% 242
2024
Q2 		$2.78M Buy
55,020
+458
+0.8% +$22.9K 0.11% 160
2024
Q1 		$2.73M Buy
54,562
+5,666
+12% +$287K 0.12% 156
2023
Q4 		$2.46M Buy
48,896
+184
+0.4% +$9.02K 0.11% 167
2023
Q3 		$2.31M Buy
48,712
+2,063
+4% +$102K 0.12% 158
2023
Q2 		$2.32M Buy
46,649
+292
+0.6% +$14.7K 0.12% 161
2023
Q1 		$2.33M Buy
46,357
+367
+0.8% +$18.4K 0.14% 149
2022
Q4 		$2.33M Buy
45,990
+20,023
+77% +$979K 0.14% 144
2022
Q3 		$1.24M Buy
25,967
+3,525
+16% +$176K 0.09% 210
2022
Q2 		$1.15M Buy
+22,442
New +$1.12M 0.08% 207
2018
Q4 		– Sell
-259
Closed -$13K – 912
2018
Q3 		$13K Hold
259
– – ﹤0.01% 765
2018
Q2 		$13K Hold
259
– – ﹤0.01% 757
2018
Q1 		$13K Hold
259
– – ﹤0.01% 731
2017
Q4 		$13K Hold
259
– – ﹤0.01% 705
2017
Q3 		$13K Buy
+259
New +$13.4K ﹤0.01% 731

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

Chicago Partners Investment Group's VTEB Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2026, selling an estimated $1.19M and leaving 49,290 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #300.

Chicago Partners Investment Group first reported a position in VTEB in Q3 2017 and has held it in 22 quarters since. The position peaked at $3.68M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Chicago Partners Investment Group held 49,290 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.44M as of Q2 2026.
  • Chicago Partners Investment Group sold 23,651 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.19M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #300 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2017 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.68M in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.