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

Kendall Capital Management’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	$223K	Sell	4,467 -671	-13%	-$33.9K	0.05%	217
2025 Q4	$258K	Buy	5,138 +671	+15%	+$33.8K	0.05%	204
2025 Q3	$224K	Hold	4,467	–	–	0.05%	217
2025 Q2	$219K	Sell	4,467 -4,328	-49%	-$211K	0.06%	208
2025 Q1	$436K	Hold	8,795	–	–	0.13%	151
2024 Q4	$441K	Buy	+8,795	New	+$445K	0.13%	154

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kendall Capital Management's VTEB Position: Q1 2026 in Review

Kendall Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, selling an estimated $33.9K and leaving 4,467 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #217.

Kendall Capital Management first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Kendall Capital Management held 4,467 shares of Vanguard Tax-Exempt Bond Index Fund worth $223K as of Q1 2026.
Kendall Capital Management sold 671 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $33.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Kendall Capital Management's portfolio in Q1 2026, its #217 holding.
Kendall Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Kendall Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $441K in Q4 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.