EH
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Equitable Holdings’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Equitable Holdings’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 		$16M Buy
315,384
+8,083
+3% +$406K 0.1% 199
2026
Q1 		$15.5M Buy
307,301
+23,416
+8% +$1.18M 0.1% 190
2025
Q4 		$14.3M Buy
283,885
+14,080
+5% +$708K 0.1% 186
2025
Q3 		$13.5M Buy
269,805
+27,450
+11% +$1.35M 0.1% 182
2025
Q2 		$11.9M Buy
242,355
+23,637
+11% +$1.15M 0.1% 178
2025
Q1 		$10.9M Buy
218,718
+114,165
+109% +$5.71M 0.1% 170
2024
Q4 		$5.24M Sell
104,553
-19,888
-16% -$1.01M 0.05% 274
2024
Q3 		$6.36M Buy
124,441
+47,755
+62% +$2.42M 0.06% 235
2024
Q2 		$3.84M Buy
76,686
+10,362
+16% +$518K 0.04% 314
2024
Q1 		$3.36M Sell
66,324
-1,718
-3% -$87.1K 0.04% 321
2023
Q4 		$3.47M Buy
68,042
+8,233
+14% +$404K 0.04% 283
2023
Q3 		$2.88M Buy
59,809
+20,011
+50% +$991K 0.04% 287
2023
Q2 		$2M Buy
39,798
+6,024
+18% +$303K 0.03% 356
2023
Q1 		$1.71M Buy
33,774
+3,758
+13% +$189K 0.03% 355
2022
Q4 		$1.49M Buy
30,016
+16,859
+128% +$824K 0.03% 356
2022
Q3 		$633K Sell
13,157
-4,877
-27% -$244K 0.01% 508
2022
Q2 		$900K Buy
18,034
+2,872
+19% +$144K 0.02% 431
2022
Q1 		$782K Sell
15,162
-4,866
-24% -$259K 0.01% 468
2021
Q4 		$1.1M Buy
20,028
+5,614
+39% +$308K 0.02% 379
2021
Q3 		$789K Sell
14,414
-458
-3% -$25.3K 0.01% 439
2021
Q2 		$822K Buy
14,872
+824
+6% +$45.4K 0.01% 417
2021
Q1 		$768K Buy
14,048
+967
+7% +$53.1K 0.02% 408
2020
Q4 		$722K Buy
13,081
+1,551
+13% +$84.7K 0.02% 379
2020
Q3 		$628K Buy
11,530
+465
+4% +$25.4K 0.02% 376
2020
Q2 		$599K Buy
11,065
+2,053
+23% +$109K 0.02% 373
2020
Q1 		$477K Sell
9,012
-2,974
-25% -$159K 0.02% 372
2019
Q4 		$642K Buy
+11,986
New +$641K 0.02% 363

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

Equitable Holdings's VTEB Position: Q2 2026 in Review

Equitable Holdings increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.6% in Q2 2026, buying an estimated $406K and bringing the position to 315,384 shares worth $16M. The position accounts for 0.1% of the portfolio, ranked #199.

Equitable Holdings first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Equitable Holdings held 315,384 shares of Vanguard Tax-Exempt Bond Index Fund worth $16M as of Q2 2026.
  • Equitable Holdings bought 8,083 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $406K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Equitable Holdings's portfolio in Q2 2026, its #199 holding.
  • Equitable Holdings first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.