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Evolution Advisers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Evolution Advisers’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 		$976K Buy
19,577
+2,289
+13% +$116K 0.41% 23
2025
Q4 		$869K Buy
17,288
+1,516
+10% +$76.3K 0.38% 22
2025
Q3 		$790K Sell
15,772
-88
-0.6% -$4.33K 0.36% 21
2025
Q2 		$777K Buy
15,860
+103
+0.7% +$5.03K 0.38% 21
2025
Q1 		$781K Sell
15,757
-4,212
-21% -$211K 0.41% 20
2024
Q4 		$1M Hold
19,969
– – 0.55% 21
2024
Q3 		$1.02M Buy
19,969
+375
+2% +$19K 0.56% 20
2024
Q2 		$981K Hold
19,594
– – 0.56% 20
2024
Q1 		$992K Sell
19,594
-294
-1% -$14.9K 0.59% 19
2023
Q4 		$1.01M Buy
19,888
+7,884
+66% +$387K 0.65% 19
2023
Q3 		$577K Hold
12,004
– – 0.42% 18
2023
Q2 		$602K Buy
12,004
+1,003
+9% +$50.4K 0.42% 19
2023
Q1 		$557K Buy
11,001
+7,264
+194% +$365K 0.4% 19
2022
Q4 		$184K Buy
+3,737
New +$183K 0.14% 34

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

Evolution Advisers's VTEB Position: Q1 2026 in Review

Evolution Advisers increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, buying an estimated $116K and bringing the position to 19,577 shares worth $976K. The position accounts for 0.41% of the portfolio, ranked #23.

Evolution Advisers first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2024. 1,346 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Evolution Advisers held 19,577 shares of Vanguard Tax-Exempt Bond Index Fund worth $976K as of Q1 2026.
  • Evolution Advisers bought 2,289 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $116K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Evolution Advisers's portfolio in Q1 2026, its #23 holding.
  • Evolution Advisers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Evolution Advisers's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.02M in Q3 2024.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.