JY
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Jeff Yass’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Jeff Yass’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 		$6.41M Buy
126,797
+120,552
+1,930% +$6.06M ﹤0.01% 4156
2026
Q1 		$312K Sell
6,245
-270,205
-98% -$13.6M ﹤0.01% 10780
2025
Q4 		$13.9M Buy
276,450
+121,118
+78% +$6.09M ﹤0.01% 2629
2025
Q3 		$7.78M Buy
155,332
+56,913
+58% +$2.8M ﹤0.01% 3380
2025
Q2 		$4.83M Sell
98,419
-666,752
-87% -$32.6M ﹤0.01% 4030
2025
Q1 		$38M Buy
+765,171
New +$38.3M 0.01% 1200
2024
Q3 		– Sell
-558,077
Closed -$28.3M – 13141
2024
Q2 		$28M Buy
+558,077
New +$27.9M 0.01% 1425
2024
Q1 		– Sell
-406,021
Closed -$20.6M – 13453
2023
Q4 		$20.7M Buy
+406,021
New +$19.9M ﹤0.01% 1777
2022
Q4 		– Sell
-27,812
Closed -$1.34M – 13790
2022
Q3 		$1.34M Buy
+27,812
New +$1.39M ﹤0.01% 5875
2021
Q4 		– Sell
-5,885
Closed -$322K – 13991
2021
Q3 		$322K Buy
+5,885
New +$325K ﹤0.01% 10443
2018
Q4 		– Sell
-4,319
Closed -$218K – 10062
2018
Q3 		$218K Buy
+4,319
New +$220K ﹤0.01% 8063
2017
Q4 		– Sell
-267,890
Closed -$13.8M – 9974
2017
Q3 		$13.8M Buy
+267,890
New +$13.8M 0.01% 1513
2017
Q1 		– Sell
-151,044
Closed -$7.59M – 10066
2016
Q4 		$7.59M Buy
+151,044
New +$7.68M ﹤0.01% 1846
2015
Q4 		– Sell
-14,576
Closed -$732K – 10043
2015
Q3 		$732K Buy
+14,576
New +$728K ﹤0.01% 6367

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

Jeff Yass's VTEB Position: Q2 2026 in Review

Jeff Yass increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1,930% in Q2 2026, buying an estimated $6.06M and bringing the position to 126,797 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #4156.

Jeff Yass first reported a position in VTEB in Q3 2015 and has held it in 14 quarters since. The position peaked at $38M in Q1 2025. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Jeff Yass held 126,797 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.41M as of Q2 2026.
  • Jeff Yass bought 120,552 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.06M.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4156 holding.
  • Jeff Yass first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2015 and has held it in 14 quarters since.
  • Jeff Yass's Vanguard Tax-Exempt Bond Index Fund position peaked at $38M in Q1 2025.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.