Laird Norton Wetherby Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Laird Norton Wetherby Wealth 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
2025 Q3	$610K	Buy	12,182 +1,102	+10%	+$54.2K	0.02%	510
2025 Q2	$543K	Buy	+11,080	New	+$541K	0.02%	529
2024 Q4	$540K	Buy	10,781 +3,612	+50%	+$183K	0.03%	500
2024 Q3	$366K	Buy	7,169 +13	+0.2%	+$659	0.02%	665
2024 Q2	$359K	Sell	7,156 -489	-6%	-$24.5K	0.02%	643
2024 Q1	$387K	Sell	7,645 -7,499	-50%	-$380K	0.02%	648
2023 Q4	$773K	Buy	15,144 +5,801	+62%	+$284K	0.04%	413
2023 Q3	$449K	Buy	+9,343	New	+$463K	0.03%	556

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VTEB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.9% in Q3 2025, buying an estimated $54.2K and bringing the position to 12,182 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #510.

Laird Norton Wetherby Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 8 quarters since. The position peaked at $773K in Q4 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,182 shares of Vanguard Tax-Exempt Bond Index Fund worth $610K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 1,102 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $54.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #510 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 8 quarters since.
Laird Norton Wetherby Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $773K in Q4 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.