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VTEB icon

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

NewEdge 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 		$44.7M Buy
895,626
+20,909
+2% +$1.06M 0.16% 128
2025
Q4 		$44M Buy
874,717
+99,962
+13% +$5.03M 0.16% 128
2025
Q3 		$38.8M Buy
774,755
+287,498
+59% +$14.1M 0.18% 111
2025
Q2 		$23.9M Buy
487,257
+78,777
+19% +$3.85M 0.12% 164
2025
Q1 		$20.3M Sell
408,480
-26,790
-6% -$1.34M 0.12% 179
2024
Q4 		$21.8M Buy
435,270
+5,239
+1% +$265K 0.13% 161
2024
Q3 		$22M Buy
430,031
+125,491
+41% +$6.36M 0.14% 154
2024
Q2 		$15.3M Buy
304,540
+176,316
+138% +$8.82M 0.11% 183
2024
Q1 		$6.49M Buy
128,224
+62,378
+95% +$3.16M 0.06% 320
2023
Q4 		$3.32M Sell
65,846
-288,366
-81% -$14.1M 0.03% 480
2023
Q3 		$17M Buy
354,212
+15,496
+5% +$768K 0.19% 120
2023
Q2 		$17M Buy
338,716
+122,873
+57% +$6.17M 0.19% 118
2023
Q1 		$10.9M Buy
215,843
+108,888
+102% +$5.47M 0.14% 164
2022
Q4 		$4.91M Buy
106,955
+68,999
+182% +$3.37M 0.13% 169
2022
Q3 		$1.83M Buy
37,956
+2,630
+7% +$131K 0.03% 458
2022
Q2 		$1.76M Buy
35,326
+5,449
+18% +$273K 0.03% 468
2022
Q1 		$1.54M Buy
29,877
+3,010
+11% +$160K 0.02% 498
2021
Q4 		$1.48M Buy
26,867
+13,058
+95% +$716K 0.02% 556
2021
Q3 		$756K Sell
13,809
-439
-3% -$24.3K 0.02% 625
2021
Q2 		$788K Sell
14,248
-1,317
-8% -$72.6K 0.02% 582
2021
Q1 		$850K Buy
15,565
+5,098
+49% +$280K 0.03% 504
2020
Q4 		$578K Buy
+10,467
New +$571K 0.02% 579
2020
Q3 		– Sell
-3,820
Closed -$207K – 984
2020
Q2 		$207K Buy
+3,820
New +$204K 0.01% 766
2018
Q3 		– Sell
-7,916
Closed -$403 – 688
2018
Q2 		$403 Buy
7,916
+1,628
+26% +$82.6K 0.04% 344
2018
Q1 		$319K Buy
+6,288
New +$320K 0.04% 346
2017
Q3 		– Sell
-2,324
Closed -$119K – 1111
2017
Q2 		$119K Buy
+2,324
New +$119K 0.02% 383

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 $52B AUM 24.53% 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

NewEdge Advisors's VTEB Position: Q1 2026 in Review

NewEdge Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q1 2026, buying an estimated $1.06M and bringing the position to 895,626 shares worth $44.7M. The position accounts for 0.16% of the portfolio, ranked #128.

NewEdge Advisors first reported a position in VTEB in Q2 2017 and has held it in 26 quarters since. 1,351 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • NewEdge Advisors held 895,626 shares of Vanguard Tax-Exempt Bond Index Fund worth $44.7M as of Q1 2026.
  • NewEdge Advisors bought 20,909 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.06M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.16% of NewEdge Advisors's portfolio in Q1 2026, its #128 holding.
  • NewEdge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 26 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.