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	$2.41M	Sell	47,600 -56,700	-54%	-$2.85M	﹤0.01%	6066
2026 Q1	$5.2M	Buy	104,300 +45,000	+76%	+$2.27M	﹤0.01%	4148
2025 Q4	$2.98M	Buy	59,300 +24,500	+70%	+$1.23M	﹤0.01%	4879
2025 Q3	$1.74M	Buy	34,800 +28,900	+490%	+$1.42M	﹤0.01%	6086
2025 Q2	$289K	Sell	5,900 -4,900	-45%	-$239K	﹤0.01%	10425
2025 Q1	$536K	Sell	10,800 -11,400	-51%	-$570K	﹤0.01%	8754
2024 Q4	$1.11M	Sell	22,200 -5,000	-18%	-$253K	﹤0.01%	6684
2024 Q3	$1.39M	Buy	27,200 +20,700	+318%	+$1.05M	﹤0.01%	6075
2024 Q2	$326K	Sell	6,500 -6,000	-48%	-$300K	﹤0.01%	9265
2024 Q1	$633K	Buy	+12,500	New	+$634K	﹤0.01%	7948
2022 Q4	–	Sell	-11,700	Closed	-$563K	–	13789
2022 Q3	$563K	Buy	+11,700	New	+$585K	﹤0.01%	8174
2021 Q3	–	Sell	-6,400	Closed	-$354K	–	13662
2021 Q2	$354K	Hold	6,400	–	–	﹤0.01%	10419
2021 Q1	$350K	Buy	+6,400	New	+$352K	﹤0.01%	10296

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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.