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IEQ Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IEQ Capital’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 		$8.53M Sell
168,675
-18,885
-10% -$949K 0.04% 371
2026
Q1 		$9.36M Buy
187,560
+30,138
+19% +$1.52M 0.04% 374
2025
Q4 		$7.92M Sell
157,422
-170,219
-52% -$8.57M 0.02% 405
2025
Q3 		$16.4M Sell
327,641
-8,738
-3% -$429K 0.05% 213
2025
Q2 		$16.5M Buy
336,379
+317,819
+1,712% +$15.5M 0.1% 154
2025
Q1 		$921K Buy
18,560
+940
+5% +$47K 0.01% 782
2024
Q4 		$883K Sell
17,620
-2,636
-13% -$133K 0.01% 695
2024
Q3 		$1.04M Buy
20,256
+4,029
+25% +$204K 0.01% 537
2024
Q2 		$813K Sell
16,227
-737
-4% -$36.9K 0.01% 527
2024
Q1 		$858K Sell
16,964
-2,779
-14% -$141K 0.01% 494
2023
Q4 		$1.01M Buy
19,743
+3,597
+22% +$176K 0.02% 421
2023
Q3 		$777K Sell
16,146
-128
-0.8% -$6.34K 0.02% 455
2023
Q2 		$817K Buy
16,274
+10,602
+187% +$533K 0.02% 441
2023
Q1 		$287K Sell
5,672
-167
-3% -$8.38K 0.01% 731
2022
Q4 		$289K Sell
5,839
-750
-11% -$36.7K 0.01% 643
2022
Q3 		$317K Sell
6,589
-2,984
-31% -$149K 0.01% 654
2022
Q2 		$478K Buy
9,573
+2,536
+36% +$127K 0.01% 485
2022
Q1 		$363K Buy
+7,037
New +$375K 0.01% 591
2021
Q4 		– Sell
-6,920
Closed -$379K – 757
2021
Q3 		$379K Buy
+6,920
New +$383K 0.01% 504

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

IEQ Capital's VTEB Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q2 2026, selling an estimated $949K and leaving 168,675 shares worth $8.53M. The position accounts for 0.04% of the portfolio, ranked #371.

IEQ Capital first reported a position in VTEB in Q3 2021 and has held it in 19 quarters since. The position peaked at $16.5M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • IEQ Capital held 168,675 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.53M as of Q2 2026.
  • IEQ Capital sold 18,885 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $949K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #371 holding.
  • IEQ Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • IEQ Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $16.5M in Q2 2025.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.