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

Family 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	$1.75M	Buy	34,602 +2,962	+9%	+$149K	0.18%	100
2026 Q1	$1.58M	Buy	31,640 +16,780	+113%	+$847K	0.19%	96
2025 Q4	$747K	Buy	+14,860	New	+$748K	0.09%	115
2019 Q1	–	Sell	-6,531	Closed	-$333K	–	149
2018 Q4	$333K	Buy	+6,531	New	+$329K	0.14%	92

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

Family Management's VTEB Position: Q2 2026 in Review

Family Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.4% in Q2 2026, buying an estimated $149K and bringing the position to 34,602 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #100.

Family Management first reported a position in VTEB in Q4 2018 and has held it in 4 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Family Management held 34,602 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.75M as of Q2 2026.
Family Management bought 2,962 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $149K.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Family Management's portfolio in Q2 2026, its #100 holding.
Family Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 4 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.