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NewSquare Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NewSquare Capital’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 		$628K Buy
12,595
+506
+4% +$25.6K 0.05% 156
2025
Q4 		$608K Sell
12,089
-1,673
-12% -$84.2K 0.05% 149
2025
Q3 		$689K Buy
13,762
+464
+3% +$22.8K 0.05% 147
2025
Q2 		$652K Buy
13,298
+226
+2% +$11K 0.05% 141
2025
Q1 		$649K Buy
13,072
+122
+0.9% +$6.1K 0.05% 140
2024
Q4 		$649K Sell
12,950
-583
-4% -$29.5K 0.05% 141
2024
Q3 		$692K Sell
13,533
-1,172
-8% -$59.4K 0.06% 137
2024
Q2 		$737K Sell
14,705
-2,670
-15% -$134K 0.06% 133
2024
Q1 		$879K Sell
17,375
-515
-3% -$26.1K 0.08% 122
2023
Q4 		$913K Sell
17,890
-2,375
-12% -$116K 0.09% 117
2023
Q3 		$975K Sell
20,265
-865
-4% -$42.9K 0.1% 119
2023
Q2 		$1.06M Sell
21,130
-1,270
-6% -$63.8K 0.11% 117
2023
Q1 		$1.13M Sell
22,400
-566
-2% -$28.4K 0.13% 117
2022
Q4 		$1.14M Buy
22,966
+70
+0.3% +$3.42K 0.14% 113
2022
Q3 		$1.1M Sell
22,896
-980
-4% -$49K 0.14% 115
2022
Q2 		$1.19M Sell
23,876
-7,925
-25% -$397K 0.15% 111
2022
Q1 		$1.64M Buy
31,801
+760
+2% +$40.5K 0.17% 110
2021
Q4 		$1.7M Buy
31,041
+1,459
+5% +$79.9K 0.18% 106
2021
Q3 		$1.62M Buy
29,582
+8,012
+37% +$443K 0.19% 106
2021
Q2 		$1.19M Sell
21,570
-420
-2% -$23.1K 0.14% 116
2021
Q1 		$1.2M Sell
21,990
-855
-4% -$47K 0.16% 111
2020
Q4 		$1.26M Buy
22,845
+5,855
+34% +$320K 0.18% 111
2020
Q3 		$925K Buy
16,990
+4,590
+37% +$251K 0.15% 106
2020
Q2 		$671K Buy
12,400
+605
+5% +$32.2K 0.11% 115
2020
Q1 		$624K Sell
11,795
-2,140
-15% -$115K 0.12% 107
2019
Q4 		$746K Buy
13,935
+1,980
+17% +$106K 0.12% 91
2019
Q3 		$641K Buy
11,955
+1,955
+20% +$105K 0.12% 87
2019
Q2 		$531K Sell
10,000
-285
-3% -$15K 0.1% 90
2019
Q1 		$536K Sell
10,285
-270
-3% -$13.9K 0.1% 84
2018
Q4 		$539K Sell
10,555
-1,705
-14% -$85.9K 0.11% 83
2018
Q3 		$619K Buy
12,260
+215
+2% +$10.9K 0.12% 84
2018
Q2 		$615K Sell
12,045
-1,650
-12% -$83.7K 0.13% 84
2018
Q1 		$696K Sell
13,695
-886
-6% -$45.1K 0.15% 84
2017
Q4 		$753K Sell
14,581
-25,285
-63% -$1.31M 0.17% 82
2017
Q3 		$919K Buy
39,866
+22,721
+133% +$1.17M 0.22% 74
2017
Q2 		$880K Buy
17,145
+5,143
+43% +$263K 0.21% 70
2017
Q1 		$608K Sell
12,002
-583
-5% -$29.4K 0.14% 86
2016
Q4 		$633K Sell
12,585
-123
-1% -$6.25K 0.16% 95
2016
Q3 		$663K Sell
12,708
-3
-0% -$157 0.15% 93
2016
Q2 		$670K Buy
12,711
+9,331
+276% +$485K 0.16% 81
2016
Q1 		$174K Buy
+3,380
New +$173K 0.05% 126

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

NewSquare Capital's VTEB Position: Q1 2026 in Review

NewSquare Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q1 2026, buying an estimated $25.6K and bringing the position to 12,595 shares worth $628K. The position accounts for 0.05% of the portfolio, ranked #156.

NewSquare Capital first reported a position in VTEB in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.7M in Q4 2021. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • NewSquare Capital held 12,595 shares of Vanguard Tax-Exempt Bond Index Fund worth $628K as of Q1 2026.
  • NewSquare Capital bought 506 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $25.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of NewSquare Capital's portfolio in Q1 2026, its #156 holding.
  • NewSquare Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2016 and has held it in 41 quarters since.
  • NewSquare Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.7M in Q4 2021.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.