Diversified Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversified Trust’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 Q3	$510K	Buy	+10,778	New	+$531K	0.01%	684

Other funds holding VTEB

TIAA Wealth Investment Management New York $16.6B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Diversified Trust's VTEB Position: Q3 2026 in Review

Diversified Trust opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 10,778 shares worth $510K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings.

1,039 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Diversified Trust held 10,778 shares of Vanguard Tax-Exempt Bond Index Fund worth $510K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Diversified Trust position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #684 holding.
1,039 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.