NewEdge Advisors
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
Q3 		$35M Sell
738,488
-228,163
-24% -$11.3M 0.1% 200
2026
Q2 		$48.9M Buy
966,651
+71,025
+8% +$3.57M 0.15% 137
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 -$403K – 688
2018
Q2 		$403K 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 $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

NewEdge Advisors's VTEB Position: Q3 2026 in Review

NewEdge Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q3 2026, selling an estimated $11.3M and leaving 738,488 shares worth $35M. The position accounts for 0.1% of the portfolio, ranked #200.

NewEdge Advisors first reported a position in VTEB in Q2 2017 and has held it in 28 quarters since. The position peaked at $48.9M in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • NewEdge Advisors held 738,488 shares of Vanguard Tax-Exempt Bond Index Fund worth $35M as of Q3 2026.
  • NewEdge Advisors sold 228,163 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $11.3M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of NewEdge Advisors's portfolio in Q3 2026, its #200 holding.
  • NewEdge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 28 quarters since.
  • NewEdge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $48.9M in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.