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 		$3.65M Sell
72,200
-124,800
-63% -$6.27M ﹤0.01% 5225
2026
Q1 		$9.83M Buy
197,000
+153,400
+352% +$7.75M ﹤0.01% 3144
2025
Q4 		$2.19M Sell
43,600
-3,400
-7% -$171K ﹤0.01% 5464
2025
Q3 		$2.35M Buy
47,000
+32,300
+220% +$1.59M ﹤0.01% 5443
2025
Q2 		$721K Sell
14,700
-96,500
-87% -$4.71M ﹤0.01% 8290
2025
Q1 		$5.52M Buy
111,200
+102,800
+1,224% +$5.14M ﹤0.01% 3475
2024
Q4 		$421K Buy
+8,400
New +$425K ﹤0.01% 9093
2024
Q3 		– Sell
-18,000
Closed -$902K – 13142
2024
Q2 		$902K Sell
18,000
-20,300
-53% -$1.02M ﹤0.01% 6833
2024
Q1 		$1.94M Sell
38,300
-5,000
-12% -$253K ﹤0.01% 5416
2023
Q4 		$2.21M Buy
43,300
+10,600
+32% +$520K ﹤0.01% 5148
2023
Q3 		$1.57M Buy
32,700
+20,100
+160% +$996K ﹤0.01% 5627
2023
Q2 		$633K Buy
12,600
+100
+0.8% +$5.02K ﹤0.01% 7756
2023
Q1 		$633K Buy
+12,500
New +$627K ﹤0.01% 7991
2022
Q4 		– Sell
-8,800
Closed -$424K – 13791
2022
Q3 		$424K Sell
8,800
-1,500
-15% -$75K ﹤0.01% 8913
2022
Q2 		$514K Buy
+10,300
New +$516K ﹤0.01% 8182

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.