Farmers & Merchants Investments Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Farmers & Merchants Investments Inc’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 Q4	–	Sell	-1,080	Closed	-$54.1K	–	1765
2025 Q3	$54.1K	Sell	1,080 -680	-39%	-$33.4K	﹤0.01%	423
2025 Q2	$86.3K	Buy	1,760 +680	+63%	+$33.2K	﹤0.01%	378
2025 Q1	$53.6K	Hold	1,080	–	–	﹤0.01%	423
2024 Q4	$54.1K	Hold	1,080	–	–	﹤0.01%	435
2024 Q3	$55.2K	Hold	1,080	–	–	﹤0.01%	431
2024 Q2	$54.1K	Hold	1,080	–	–	﹤0.01%	423
2024 Q1	$54.6K	Hold	1,080	–	–	﹤0.01%	393
2023 Q4	$55.1K	Hold	1,080	–	–	﹤0.01%	385
2023 Q3	$51.9K	Hold	1,080	–	–	﹤0.01%	382
2023 Q2	$54.2K	Hold	1,080	–	–	﹤0.01%	393
2023 Q1	$54.7K	Sell	1,080 -816	-43%	-$41K	﹤0.01%	393
2022 Q4	$93.8K	Buy	1,896 +816	+76%	+$39.9K	﹤0.01%	338
2022 Q3	$52K	Hold	1,080	–	–	﹤0.01%	406
2022 Q2	$54K	Hold	1,080	–	–	﹤0.01%	406
2022 Q1	$56K	Hold	1,080	–	–	﹤0.01%	407
2021 Q4	$59K	Hold	1,080	–	–	﹤0.01%	402
2021 Q3	$59K	Sell	1,080 -2,500	-70%	-$138K	﹤0.01%	387
2021 Q2	$198K	Buy	+3,580	New	+$197K	0.01%	241

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Farmers & Merchants Investments Inc's VTEB Position: Q4 2025 in Review

Farmers & Merchants Investments Inc sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 1,080 shares — an estimated $54.1K sold.

Farmers & Merchants Investments Inc first reported a position in VTEB in Q2 2021 and held it in 18 quarters. The position peaked at $198K in Q2 2021. 1,315 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Farmers & Merchants Investments Inc reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1,080 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $54.1K.
Farmers & Merchants Investments Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 18 quarters.
Farmers & Merchants Investments Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $198K in Q2 2021.
1,315 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2025, filed 3 Feb 2026.