Mariner
VTEB icon

Mariner’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mariner’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 		$242M Buy
4,779,573
+512,423
+12% +$25.7M 0.25% 74
2026
Q1 		$213M Buy
4,267,150
+309,361
+8% +$15.6M 0.25% 73
2025
Q4 		$199M Buy
3,957,789
+415,594
+12% +$20.9M 0.24% 75
2025
Q3 		$177M Buy
3,542,195
+283,756
+9% +$13.9M 0.23% 82
2025
Q2 		$160M Buy
3,258,439
+116,197
+4% +$5.68M 0.23% 81
2025
Q1 		$156M Buy
3,142,242
+143,898
+5% +$7.2M 0.26% 78
2024
Q4 		$150M Buy
2,998,344
+473,532
+19% +$23.9M 0.25% 78
2024
Q3 		$129M Buy
2,524,812
+133,024
+6% +$6.74M 0.23% 85
2024
Q2 		$120M Buy
2,391,788
+165,404
+7% +$8.28M 0.23% 84
2024
Q1 		$113M Sell
2,226,384
-178,598
-7% -$9.05M 0.23% 90
2023
Q4 		$123M Sell
2,404,982
-192,691
-7% -$9.45M 0.29% 73
2023
Q3 		$125M Buy
2,597,673
+135,766
+6% +$6.73M 0.34% 67
2023
Q2 		$124M Buy
2,461,907
+214,052
+10% +$10.8M 0.33% 71
2023
Q1 		$114M Buy
2,247,855
+47,982
+2% +$2.41M 0.33% 69
2022
Q4 		$109M Sell
2,199,873
-247,504
-10% -$12.1M 0.35% 69
2022
Q3 		$118M Buy
2,447,377
+868,624
+55% +$43.4M 0.47% 47
2022
Q2 		$78.8M Buy
1,578,753
+698,159
+79% +$35M 0.32% 77
2022
Q1 		$45.4M Buy
880,594
+140,849
+19% +$7.5M 0.17% 132
2021
Q4 		$40.6M Buy
739,745
+165,577
+29% +$9.07M 0.17% 138
2021
Q3 		$31.4M Buy
574,168
+539,550
+1,559% +$29.8M 0.16% 151
2021
Q2 		$1.91M Buy
34,618
+6,385
+23% +$352K 0.01% 504
2021
Q1 		$1.54M Buy
28,233
+17,183
+156% +$944K 0.01% 512
2020
Q4 		$610K Buy
+11,050
New +$603K ﹤0.01% 648

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

Mariner's VTEB Position: Q2 2026 in Review

Mariner increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $25.7M and bringing the position to 4,779,573 shares worth $242M. The position accounts for 0.25% of the portfolio, ranked #74.

Mariner first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Mariner held 4,779,573 shares of Vanguard Tax-Exempt Bond Index Fund worth $242M as of Q2 2026.
  • Mariner bought 512,423 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25.7M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Mariner's portfolio in Q2 2026, its #74 holding.
  • Mariner first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.