Norden Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Norden Group’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	$1.1M	Sell	21,696 -19	-0.1%	-$955	0.09%	200
2026 Q1	$1.08M	Sell	21,715 -455	-2%	-$23K	0.1%	179
2025 Q4	$1.11M	Buy	22,170 +1,153	+5%	+$58K	0.11%	171
2025 Q3	$1.05M	Hold	21,017	–	–	0.11%	180
2025 Q2	$1.03M	Buy	21,017 +464	+2%	+$22.7K	0.11%	176
2025 Q1	$1.02M	Hold	20,553	–	–	0.12%	167
2024 Q4	$1.03M	Buy	20,553 +5,202	+34%	+$263K	0.12%	181
2024 Q3	$785K	Buy	15,351 +2,512	+20%	+$127K	0.09%	234
2024 Q2	$643K	Hold	12,839	–	–	0.13%	173
2024 Q1	$650K	Sell	12,839 -17,048	-57%	-$864K	0.13%	174
2023 Q4	$1.53M	Hold	29,887	–	–	0.26%	40
2023 Q3	$1.44M	Buy	+29,887	New	+$1.48M	0.47%	42

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norden Group's VTEB Position: Q2 2026 in Review

Norden Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.09% in Q2 2026, selling an estimated $955 and leaving 21,696 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #200.

Norden Group first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2023. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Norden Group held 21,696 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.1M as of Q2 2026.
Norden Group sold 19 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $955.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Norden Group's portfolio in Q2 2026, its #200 holding.
Norden Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
Norden Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.53M in Q4 2023.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.