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

Elm Partners Management’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	$13.5M	Sell	267,541 -107,832	-29%	-$5.42M	0.49%	26
2026 Q1	$18.7M	Sell	375,373 -77,270	-17%	-$3.9M	0.81%	23
2025 Q4	$22.8M	Buy	452,643 +317,820	+236%	+$16M	1.03%	21
2025 Q3	$6.75M	Sell	134,823 -64,729	-32%	-$3.18M	0.34%	25
2025 Q2	$9.78M	Sell	199,552 -4,743	-2%	-$232K	0.57%	22
2025 Q1	$10.1M	Sell	204,295 -25,276	-11%	-$1.26M	0.65%	22
2024 Q4	$11.5M	Sell	229,571 -59,727	-21%	-$3.02M	0.79%	22
2024 Q3	$14.8M	Sell	289,298 -93,857	-24%	-$4.76M	1.06%	19
2024 Q2	$19.2M	Buy	383,155 +205,721	+116%	+$10.3M	1.47%	14
2024 Q1	$8.98M	Sell	177,434 -89,487	-34%	-$4.54M	0.71%	24
2023 Q4	$13.6M	Buy	266,921 +229,675	+617%	+$11.3M	1.24%	18
2023 Q3	$1.79M	Buy	37,246 +9,620	+35%	+$477K	0.19%	32
2023 Q2	$1.39M	Sell	27,626 -16,563	-37%	-$832K	0.14%	32
2023 Q1	$2.24M	Buy	+44,189	New	+$2.22M	0.24%	28
2022 Q2	–	Sell	-2,703	Closed	-$139K	–	51
2022 Q1	$139K	Buy	+2,703	New	+$144K	0.02%	34
2021 Q4	–	Sell	-20,085	Closed	-$1.1M	–	36
2021 Q3	$1.1M	Hold	20,085	–	–	0.15%	29
2021 Q2	$1.11M	Sell	20,085 -90,112	-82%	-$4.96M	0.15%	30
2021 Q1	$6.02M	Sell	110,197 -115,503	-51%	-$6.35M	0.86%	20
2020 Q4	$12.5M	Sell	225,700 -173	-0.1%	-$9.44K	1.86%	15
2020 Q3	$12.3M	Sell	225,873 -50,540	-18%	-$2.76M	2.07%	14
2020 Q2	$15M	Buy	276,413 +129,799	+89%	+$6.92M	2.67%	14
2020 Q1	$7.76M	Buy	146,614 +56,545	+63%	+$3.03M	1.71%	16
2019 Q4	$4.83M	Sell	90,069 -2,698	-3%	-$144K	1.06%	23
2019 Q3	$4.97M	Sell	92,767 -1,440	-2%	-$77.1K	1.13%	24
2019 Q2	$5M	Sell	94,207 -632	-0.7%	-$33.2K	1.12%	25
2019 Q1	$4.95M	Sell	94,839 -670	-0.7%	-$34.4K	1.32%	23
2018 Q4	$4.88M	Buy	+95,509	New	+$4.81M	1.68%	13

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elm Partners Management's VTEB Position: Q2 2026 in Review

Elm Partners Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q2 2026, selling an estimated $5.42M and leaving 267,541 shares worth $13.5M. The position accounts for 0.49% of the portfolio, ranked #26.

Elm Partners Management first reported a position in VTEB in Q4 2018 and has held it in 27 quarters since. The position peaked at $22.8M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Elm Partners Management held 267,541 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.5M as of Q2 2026.
Elm Partners Management sold 107,832 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.42M.
Vanguard Tax-Exempt Bond Index Fund made up 0.49% of Elm Partners Management's portfolio in Q2 2026, its #26 holding.
Elm Partners Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 27 quarters since.
Elm Partners Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $22.8M in Q4 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.