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Glenview Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Glenview Trust’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 		$6.52M Buy
130,595
+49,039
+60% +$2.48M 0.1% 136
2025
Q4 		$4.1M Buy
81,556
+13,991
+21% +$704K 0.06% 171
2025
Q3 		$3.38M Sell
67,565
-1,608
-2% -$79K 0.05% 190
2025
Q2 		$3.39M Buy
69,173
+4,138
+6% +$202K 0.06% 177
2025
Q1 		$3.23M Buy
65,035
+35,321
+119% +$1.77M 0.06% 171
2024
Q4 		$1.49M Buy
29,714
+13,628
+85% +$689K 0.03% 235
2024
Q3 		$822K Buy
16,086
+4,957
+45% +$251K 0.02% 287
2024
Q2 		$558K Sell
11,129
-179
-2% -$8.96K 0.01% 333
2024
Q1 		$572K Buy
11,308
+4,088
+57% +$207K 0.01% 331
2023
Q4 		$369K Buy
7,220
+923
+15% +$45.3K 0.01% 378
2023
Q3 		$303K Buy
+6,297
New +$312K 0.01% 377
2023
Q1 		– Sell
-8,509
Closed -$421K – 454
2022
Q4 		$421K Hold
8,509
– – 0.01% 324
2022
Q3 		$410K Sell
8,509
-2,526
-23% -$126K 0.02% 305
2022
Q2 		$551K Hold
11,035
– – 0.02% 267
2022
Q1 		$569K Buy
+11,035
New +$587K 0.02% 278

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust's VTEB Position: Q1 2026 in Review

Glenview Trust increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 60% in Q1 2026, buying an estimated $2.48M and bringing the position to 130,595 shares worth $6.52M. The position accounts for 0.1% of the portfolio, ranked #136.

Glenview Trust first reported a position in VTEB in Q1 2022 and has held it in 15 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Glenview Trust held 130,595 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.52M as of Q1 2026.
  • Glenview Trust bought 49,039 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.48M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Glenview Trust's portfolio in Q1 2026, its #136 holding.
  • Glenview Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 15 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.