Mercer Global Advisors
VTEB icon

Mercer Global Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mercer Global Advisors’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 		$540M Buy
10,832,376
+603,571
+6% +$30.5M 0.8% 24
2025
Q4 		$514M Buy
10,228,805
+637,405
+7% +$32.1M 0.78% 24
2025
Q3 		$480M Buy
9,591,400
+3,187,040
+50% +$157M 0.8% 24
2025
Q2 		$314M Buy
6,404,360
+93,349
+1% +$4.56M 0.64% 27
2025
Q1 		$313M Buy
6,311,011
+436,747
+7% +$21.9M 0.72% 25
2024
Q4 		$294M Sell
5,874,264
-84,941
-1% -$4.29M 0.72% 26
2024
Q3 		$305M Buy
5,959,205
+319,977
+6% +$16.2M 0.71% 28
2024
Q2 		$281M Buy
5,639,228
+640,552
+13% +$32.1M 0.77% 27
2024
Q1 		$253M Buy
4,998,676
+362,585
+8% +$18.4M 0.72% 28
2023
Q4 		$237M Buy
4,636,091
+380,665
+9% +$18.7M 0.71% 32
2023
Q3 		$205M Buy
4,255,426
+463,172
+12% +$22.9M 0.78% 31
2023
Q2 		$190M Buy
3,792,254
+747,137
+25% +$37.5M 0.76% 29
2023
Q1 		$154M Buy
3,045,117
+587,603
+24% +$29.5M 0.7% 34
2022
Q4 		$122M Buy
2,457,514
+948,578
+63% +$46.4M 0.61% 35
2022
Q3 		$72.6M Buy
1,508,936
+426,952
+39% +$21.3M 0.43% 42
2022
Q2 		$54M Buy
1,081,984
+903,208
+505% +$45.3M 0.33% 50
2022
Q1 		$9.22M Buy
178,776
+2,933
+2% +$156K 0.05% 241
2021
Q4 		$9.66M Buy
175,843
+5,593
+3% +$306K 0.06% 243
2021
Q3 		$9.32M Buy
170,250
+139,599
+455% +$7.72M 0.07% 242
2021
Q2 		$1.7M Buy
30,651
+761
+3% +$41.9K 0.01% 635
2021
Q1 		$1.63M Buy
29,890
+17,254
+137% +$948K 0.01% 603
2020
Q4 		$697K Buy
12,636
+108
+0.9% +$5.9K 0.01% 741
2020
Q3 		$682K Buy
12,528
+1,374
+12% +$75K 0.01% 673
2020
Q2 		$604K Sell
11,154
-15,598
-58% -$831K 0.01% 619
2020
Q1 		$1.42M Sell
26,752
-10,876
-29% -$582K 0.03% 382
2019
Q4 		$2.01M Sell
37,628
-1,305
-3% -$69.8K 0.04% 340
2019
Q3 		$2.09M Sell
38,933
-7,788
-17% -$417K 0.05% 299
2019
Q2 		$2.48M Buy
46,721
+7,751
+20% +$407K 0.07% 235
2019
Q1 		$2.03M Buy
+38,970
New +$2M 0.07% 231

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors's VTEB Position: Q1 2026 in Review

Mercer Global Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.9% in Q1 2026, buying an estimated $30.5M and bringing the position to 10,832,376 shares worth $540M. The position accounts for 0.8% of the portfolio, ranked #24.

Mercer Global Advisors first reported a position in VTEB in Q1 2019 and has held it in 29 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mercer Global Advisors held 10,832,376 shares of Vanguard Tax-Exempt Bond Index Fund worth $540M as of Q1 2026.
  • Mercer Global Advisors bought 603,571 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $30.5M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.8% of Mercer Global Advisors's portfolio in Q1 2026, its #24 holding.
  • Mercer Global Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and has held it in 29 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.