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Partners Capital Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Partners Capital Investment 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
2025
Q2 		– Sell
-9,157
Closed -$454K – 181
2025
Q1 		$454K Buy
+9,157
New +$458K 0.01% 152
2024
Q4 		– Sell
-9,115
Closed -$466K – 169
2024
Q3 		$466K Buy
9,115
+20
+0.2% +$1.01K 0.01% 156
2024
Q2 		$456K Buy
+9,095
New +$455K 0.01% 164
2024
Q1 		– Sell
-9,061
Closed -$463K – 269
2023
Q4 		$463K Sell
9,061
-4,039
-31% -$198K 0.01% 181
2023
Q3 		$630K Buy
13,100
+94
+0.7% +$4.66K 0.02% 166
2023
Q2 		$653K Buy
13,006
+4,906
+61% +$246K 0.01% 158
2023
Q1 		$410K Sell
8,100
-12,872
-61% -$646K 0.02% 113
2022
Q4 		$1.04M Buy
20,972
+174
+0.8% +$8.51K 0.05% 104
2022
Q3 		$1M Buy
+20,798
New +$1.04M 0.06% 106

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Partners Capital Investment Group's VTEB Position: Q2 2025 in Review

Partners Capital Investment Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 9,157 shares — an estimated $454K sold.

Partners Capital Investment Group first reported a position in VTEB in Q3 2022 and held it in 9 quarters. The position peaked at $1.04M in Q4 2022. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Partners Capital Investment Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 9,157 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $454K.
  • Partners Capital Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 9 quarters.
  • Partners Capital Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.04M in Q4 2022.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.