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

Parsons Capital 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	$869K	Buy	17,188 +498	+3%	+$25K	0.04%	306
2026 Q1	$833K	Buy	16,690 +119	+0.7%	+$6.01K	0.04%	296
2025 Q4	$833K	Buy	+16,571	New	+$834K	0.05%	267
2022 Q4	–	Sell	-7,504	Closed	-$361K	–	428
2022 Q3	$361K	Buy	7,504 +1,229	+20%	+$61.4K	0.03%	329
2022 Q2	$313K	Sell	6,275 -60	-0.9%	-$3.01K	0.03%	346
2022 Q1	$327K	Sell	6,335 -3,900	-38%	-$208K	0.02%	357
2021 Q4	$562K	Buy	10,235 +55	+0.5%	+$3.01K	0.04%	294
2021 Q3	$558K	Buy	10,180 +3,440	+51%	+$190K	0.04%	278
2021 Q2	$373K	Buy	6,740 +2,055	+44%	+$113K	0.03%	334
2021 Q1	$256K	Buy	4,685 +800	+21%	+$44K	0.02%	365
2020 Q4	$214K	Buy	+3,885	New	+$212K	0.02%	359

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

Parsons Capital Management's VTEB Position: Q2 2026 in Review

Parsons Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3% in Q2 2026, buying an estimated $25K and bringing the position to 17,188 shares worth $869K. The position accounts for 0.04% of the portfolio, ranked #306.

Parsons Capital Management first reported a position in VTEB in Q4 2020 and has held it in 11 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Parsons Capital Management held 17,188 shares of Vanguard Tax-Exempt Bond Index Fund worth $869K as of Q2 2026.
Parsons Capital Management bought 498 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Parsons Capital Management's portfolio in Q2 2026, its #306 holding.
Parsons Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 11 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.