Frank Rimerman Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Frank Rimerman Advisors’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	$929K	Hold	18,614	–	–	0.06%	257
2025 Q4	$936K	Hold	18,614	–	–	0.06%	245
2025 Q3	$932K	Buy	18,614 +191	+1%	+$9.39K	0.06%	234
2025 Q2	$903K	Buy	18,423 +1	+0%	+$49	0.06%	230
2025 Q1	$914K	Hold	18,422	–	–	0.07%	208
2024 Q4	$924K	Hold	18,422	–	–	0.07%	206
2024 Q3	$942K	Buy	18,422 +546	+3%	+$27.7K	0.07%	229
2024 Q2	$896K	Sell	17,876 -1	-0%	-$50	0.06%	237
2024 Q1	$905K	Hold	17,877	–	–	0.17%	54
2023 Q4	$913K	Sell	17,877 -8,000	-31%	-$392K	0.19%	52
2023 Q3	$1.24M	Buy	25,877 +17,877	+223%	+$886K	0.3%	39
2023 Q2	$402K	Hold	8,000	–	–	0.1%	67
2023 Q1	$405K	Hold	8,000	–	–	0.11%	65
2022 Q4	$396K	Hold	8,000	–	–	0.12%	58
2022 Q3	$385K	Hold	8,000	–	–	0.14%	57
2022 Q2	$399K	Sell	8,000 -21,287	-73%	-$1.07M	0.15%	53
2022 Q1	$1.51M	Buy	29,287 +15,872	+118%	+$845K	0.48%	29
2021 Q4	$737K	Hold	13,415	–	–	0.25%	57
2021 Q3	$735K	Hold	13,415	–	–	0.28%	50
2021 Q2	$742K	Hold	13,415	–	–	0.29%	38
2021 Q1	$733K	Hold	13,415	–	–	0.32%	36
2020 Q4	$740K	Buy	+13,415	New	+$732K	0.34%	36

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frank Rimerman Advisors's VTEB Position: Q1 2026 in Review

Frank Rimerman Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 18,614 shares worth $929K. The position accounts for 0.06% of the portfolio, ranked #257.

Frank Rimerman Advisors first reported a position in VTEB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.51M in Q1 2022. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Frank Rimerman Advisors held 18,614 shares of Vanguard Tax-Exempt Bond Index Fund worth $929K as of Q1 2026.
Frank Rimerman Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Frank Rimerman Advisors's portfolio in Q1 2026, its #257 holding.
Frank Rimerman Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.51M in Q1 2022.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.