Evergreen Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Evergreen Capital 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	$37.7M	Hold	745,522	–	–	0.66%	26
2026 Q1	$37.2M	Sell	745,522 -96	-0%	-$4.85K	0.81%	18
2025 Q4	$37.5M	Buy	745,618 +96	+0%	+$4.83K	0.84%	16
2025 Q3	$37.3M	Hold	745,522	–	–	0.89%	17
2025 Q2	$36.6M	Buy	+745,522	New	+$36.4M	1.1%	11
2023 Q3	–	Sell	-5,869	Closed	-$295K	–	846
2023 Q2	$295K	Buy	+5,869	New	+$295K	0.01%	563

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

Evergreen Capital Management's VTEB Position: Q2 2026 in Review

Evergreen Capital Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 745,522 shares worth $37.7M. The position accounts for 0.66% of the portfolio, ranked #26.

Evergreen Capital Management first reported a position in VTEB in Q2 2023 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Evergreen Capital Management held 745,522 shares of Vanguard Tax-Exempt Bond Index Fund worth $37.7M as of Q2 2026.
Evergreen Capital Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.66% of Evergreen Capital Management's portfolio in Q2 2026, its #26 holding.
Evergreen Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 6 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.