Middleton & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Middleton & Co’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	$479K	Buy	9,600 +500	+5%	+$25.2K	0.05%	113
2025 Q4	$458K	Sell	9,100 -22,000	-71%	-$1.11M	0.05%	115
2025 Q3	$1.56M	Hold	31,100	–	–	0.17%	82
2025 Q2	$1.52M	Hold	31,100	–	–	0.17%	84
2025 Q1	$1.54M	Sell	31,100 -5,200	-14%	-$260K	0.18%	83
2024 Q4	$1.82M	Hold	36,300	–	–	0.2%	77
2024 Q3	$1.86M	Hold	36,300	–	–	0.21%	78
2024 Q2	$1.82M	Hold	36,300	–	–	0.21%	77
2024 Q1	$1.84M	Hold	36,300	–	–	0.21%	76
2023 Q4	$1.85M	Sell	36,300 -4,500	-11%	-$221K	0.23%	78
2023 Q3	$1.96M	Hold	40,800	–	–	0.27%	72
2023 Q2	$2.05M	Buy	+40,800	New	+$2.05M	0.27%	73

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

Middleton & Co's VTEB Position: Q1 2026 in Review

Middleton & Co increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q1 2026, buying an estimated $25.2K and bringing the position to 9,600 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #113.

Middleton & Co first reported a position in VTEB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Middleton & Co held 9,600 shares of Vanguard Tax-Exempt Bond Index Fund worth $479K as of Q1 2026.
Middleton & Co bought 500 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $25.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #113 holding.
Middleton & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 12 quarters since.
Middleton & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.05M in Q2 2023.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.