Kovitz Investment Group Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-58,168	Closed	-$2.91M	–	1313
2025 Q3	$2.91M	Sell	58,168 -1,146	-2%	-$56.3K	0.01%	563
2025 Q2	$2.91M	Buy	59,314 +30,833	+108%	+$1.51M	0.01%	549
2025 Q1	$1.41M	Sell	28,481 -2,128	-7%	-$106K	0.01%	649
2024 Q4	$1.53M	Sell	30,609 -5,937	-16%	-$300K	0.01%	621
2024 Q3	$1.01M	Sell	36,546 -214,454	-85%	-$10.9M	0.01%	623
2024 Q2	$12.6M	Buy	251,000 +57,691	+30%	+$2.89M	0.11%	137
2024 Q1	$9.78M	Buy	193,309 +10,994	+6%	+$557K	0.12%	118
2023 Q4	$9.31M	Buy	182,315 +15,113	+9%	+$741K	0.15%	74
2023 Q3	$8.04M	Buy	167,202 +24,480	+17%	+$1.21M	0.14%	85
2023 Q2	$7.17M	Sell	142,722 -56,425	-28%	-$2.84M	0.11%	99
2023 Q1	$10.1M	Buy	+199,147	New	+$10M	0.18%	73

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Kovitz Investment Group Partners's VTEB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 58,168 shares — an estimated $2.91M sold.

Kovitz Investment Group Partners first reported a position in VTEB in Q1 2023 and held it in 11 quarters. The position peaked at $12.6M in Q2 2024. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 58,168 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $2.91M.
Kovitz Investment Group Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 11 quarters.
Kovitz Investment Group Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.6M in Q2 2024.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.