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New York Life Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

New York Life Investment 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
2026
Q2 		$43.4M Buy
858,958
+350,104
+69% +$17.6M 0.3% 66
2026
Q1 		$25.4M Buy
508,854
+33,557
+7% +$1.69M 0.21% 88
2025
Q4 		$23.9M Sell
475,297
-380,799
-44% -$19.2M 0.21% 94
2025
Q3 		$42.9M Buy
856,096
+112,023
+15% +$5.51M 0.38% 48
2025
Q2 		$36.5M Buy
744,073
+300,904
+68% +$14.7M 0.34% 57
2025
Q1 		$22M Sell
443,169
-19,519
-4% -$977K 0.22% 93
2024
Q4 		$23.2M Sell
462,688
-10,680
-2% -$540K 0.23% 84
2024
Q3 		$24.2M Sell
473,368
-43,416
-8% -$2.2M 0.24% 85
2024
Q2 		$25.9M Buy
516,784
+248,780
+93% +$12.4M 0.26% 70
2024
Q1 		$13.6M Buy
268,004
+262,744
+4,995% +$13.3M 0.14% 146
2023
Q4 		$269K Buy
+5,260
New +$258K ﹤0.01% 1250

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

New York Life Investment Management's VTEB Position: Q2 2026 in Review

New York Life Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 69% in Q2 2026, buying an estimated $17.6M and bringing the position to 858,958 shares worth $43.4M. The position accounts for 0.3% of the portfolio, ranked #66.

New York Life Investment Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,113 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • New York Life Investment Management held 858,958 shares of Vanguard Tax-Exempt Bond Index Fund worth $43.4M as of Q2 2026.
  • New York Life Investment Management bought 350,104 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $17.6M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of New York Life Investment Management's portfolio in Q2 2026, its #66 holding.
  • New York Life Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.