EPM
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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elm Partners Management's VTEB Position: Q1 2026 in Review

Elm Partners Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q1 2026, selling an estimated $3.9M and leaving 375,373 shares worth $18.7M. The position accounts for 0.81% of the portfolio, ranked #23.

Elm Partners Management first reported a position in VTEB in Q4 2018 and has held it in 26 quarters since. The position peaked at $22.8M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Elm Partners Management held 375,373 shares of Vanguard Tax-Exempt Bond Index Fund worth $18.7M as of Q1 2026.
  • Elm Partners Management sold 77,270 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $3.9M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.81% of Elm Partners Management's portfolio in Q1 2026, its #23 holding.
  • Elm Partners Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 26 quarters since.
  • Elm Partners Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $22.8M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.