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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
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 $1.56T 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

IEQ Capital's VTEB Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q1 2026, buying an estimated $1.52M and bringing the position to 187,560 shares worth $9.36M. The position accounts for 0.04% of the portfolio, ranked #374.

IEQ Capital first reported a position in VTEB in Q3 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q2 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • IEQ Capital held 187,560 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.36M as of Q1 2026.
  • IEQ Capital bought 30,138 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.52M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of IEQ Capital's portfolio in Q1 2026, its #374 holding.
  • IEQ Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 18 quarters since.
  • IEQ Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $16.5M in Q2 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.