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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
Q2 		$8.74M Buy
172,773
+42,178
+32% +$2.12M 0.12% 126
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 $1.81T 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust's VTEB Position: Q2 2026 in Review

Glenview Trust increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2026, buying an estimated $2.12M and bringing the position to 172,773 shares worth $8.74M. The position accounts for 0.12% of the portfolio, ranked #126.

Glenview Trust first reported a position in VTEB in Q1 2022 and has held it in 16 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Glenview Trust held 172,773 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.74M as of Q2 2026.
  • Glenview Trust bought 42,178 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.12M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Glenview Trust's portfolio in Q2 2026, its #126 holding.
  • Glenview Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 16 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.