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

Family Office Research’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 		– Sell
-4,305
Closed -$216K – 84
2025
Q4 		$216K Buy
+4,305
New +$217K 0.09% 75

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Family Office Research's VTEB Position: Q1 2026 in Review

Family Office Research sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 4,305 shares — an estimated $216K sold.

Family Office Research first reported a position in VTEB in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,356 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Family Office Research reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • Family Office Research sold 4,305 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $216K.
  • Family Office Research first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 1 quarter.
  • Family Office Research's Vanguard Tax-Exempt Bond Index Fund position peaked at $216K in Q4 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.