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

Edgestream 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 Q1	$5.33M	Buy	106,921 +11,315	+12%	+$571K	0.18%	216
2025 Q4	$4.81M	Sell	95,606 -45,407	-32%	-$2.28M	0.14%	257
2025 Q3	$7.06M	Buy	141,013 +81,107	+135%	+$3.99M	0.21%	153
2025 Q2	$2.94M	Sell	59,906 -4,016	-6%	-$196K	0.08%	442
2025 Q1	$3.17M	Buy	63,922 +5,216	+9%	+$261K	0.11%	362
2024 Q4	$2.94M	Sell	58,706 -20,460	-26%	-$1.03M	0.13%	316
2024 Q3	$4.05M	Buy	79,166 +41,141	+108%	+$2.08M	0.18%	186
2024 Q2	$1.91M	Buy	+38,025	New	+$1.9M	0.09%	352

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edgestream Partners's VTEB Position: Q1 2026 in Review

Edgestream Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q1 2026, buying an estimated $571K and bringing the position to 106,921 shares worth $5.33M. The position accounts for 0.18% of the portfolio, ranked #216.

Edgestream Partners first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.06M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Edgestream Partners held 106,921 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.33M as of Q1 2026.
Edgestream Partners bought 11,315 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $571K.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Edgestream Partners's portfolio in Q1 2026, its #216 holding.
Edgestream Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
Edgestream Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.06M in Q3 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.