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

Exchange 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
2025
Q2 		$670K Sell
13,669
-4,292
-24% -$210K 0.1% 151
2025
Q1 		$891K Sell
17,961
-2,815
-14% -$141K 0.14% 127
2024
Q4 		$1.04M Sell
20,776
-4,484
-18% -$227K 0.17% 118
2024
Q3 		$1.29M Buy
25,260
+1,585
+7% +$80.3K 0.21% 109
2024
Q2 		$1.19M Buy
23,675
+3,840
+19% +$192K 0.19% 116
2024
Q1 		$1M Buy
19,835
+11,040
+126% +$560K 0.16% 124
2023
Q4 		$449K Sell
8,795
-540
-6% -$26.5K 0.08% 147
2023
Q3 		$449K Buy
9,335
+967
+12% +$47.9K 0.08% 147
2023
Q2 		$420K Buy
8,368
+3,560
+74% +$179K 0.08% 145
2023
Q1 		$244K Buy
+4,808
New +$241K 0.05% 163
2022
Q4 		– Sell
-20,820
Closed -$1M – 166
2022
Q3 		$1M Sell
20,820
-930
-4% -$46.5K 0.23% 106
2022
Q2 		$1.09M Buy
21,750
+8,440
+63% +$423K 0.24% 102
2022
Q1 		$686K Buy
13,310
+3,750
+39% +$200K 0.13% 130
2021
Q4 		$525K Buy
+9,560
New +$524K 0.1% 139

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Exchange Capital Management's VTEB Position: Q2 2025 in Review

Exchange Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q2 2025, selling an estimated $210K and leaving 13,669 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #151.

Exchange Capital Management first reported a position in VTEB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Exchange Capital Management held 13,669 shares of Vanguard Tax-Exempt Bond Index Fund worth $670K as of Q2 2025.
  • Exchange Capital Management sold 4,292 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $210K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Exchange Capital Management's portfolio in Q2 2025, its #151 holding.
  • Exchange Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 14 quarters since.
  • Exchange Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.29M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.