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Eldridge Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Eldridge Investment Advisors’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 		$1.23M Buy
24,303
+1,769
+8% +$88.9K 0.24% 66
2026
Q1 		$1.12M Buy
22,534
+3,863
+21% +$195K 0.25% 63
2025
Q4 		$939K Buy
18,671
+1,223
+7% +$61.5K 0.21% 79
2025
Q3 		$871K Buy
17,448
+61
+0.4% +$3K 0.2% 79
2025
Q2 		$850K Sell
17,387
-5,075
-23% -$248K 0.18% 85
2025
Q1 		$1.11M Buy
22,462
+34
+0.2% +$1.7K 0.26% 72
2024
Q4 		$1.12M Sell
22,428
-12,238
-35% -$619K 0.26% 72
2024
Q3 		$1.77M Buy
34,666
+8,716
+34% +$442K 0.42% 54
2024
Q2 		$1.3M Buy
25,950
+4,913
+23% +$246K 0.33% 66
2024
Q1 		$1.06M Buy
21,037
+5,577
+36% +$283K 0.27% 79
2023
Q4 		$789K Sell
15,460
-3,410
-18% -$167K 0.21% 88
2023
Q3 		$905K Buy
18,870
+3,661
+24% +$181K 0.3% 66
2023
Q2 		$764K Buy
+15,209
New +$764K 0.25% 69
2022
Q3 		– Sell
-26,672
Closed -$1.33M – 138
2022
Q2 		$1.33M Sell
26,672
-10,530
-28% -$528K 0.5% 39
2022
Q1 		$1.92M Buy
37,202
+307
+0.8% +$16.3K 0.65% 30
2021
Q4 		$2.03M Sell
36,895
-2,629
-7% -$144K 0.67% 25
2021
Q3 		$2.17M Buy
39,524
+619
+2% +$34.2K 0.77% 25
2021
Q2 		$2.15M Buy
38,905
+1,928
+5% +$106K 0.78% 26
2021
Q1 		$2.02M Sell
36,977
-558
-1% -$30.7K 0.78% 25
2020
Q4 		$2.07M Buy
37,535
+607
+2% +$33.1K 0.87% 23
2020
Q3 		$2.01M Buy
36,928
+5,544
+18% +$303K 0.94% 20
2020
Q2 		$1.7M Buy
31,384
+288
+0.9% +$15.3K 0.84% 23
2020
Q1 		$1.64M Buy
31,096
+9,493
+44% +$508K 0.93% 22
2019
Q4 		$1.16M Buy
21,603
+11,782
+120% +$631K 0.57% 32
2019
Q3 		$526K Buy
+9,821
New +$526K 0.27% 53

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

Eldridge Investment Advisors's VTEB Position: Q2 2026 in Review

Eldridge Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.9% in Q2 2026, buying an estimated $88.9K and bringing the position to 24,303 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #66.

Eldridge Investment Advisors first reported a position in VTEB in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.17M in Q3 2021. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Eldridge Investment Advisors held 24,303 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.23M as of Q2 2026.
  • Eldridge Investment Advisors bought 1,769 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $88.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Eldridge Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Eldridge Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 25 quarters since.
  • Eldridge Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.17M in Q3 2021.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.