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VTEB icon

&Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

&Partners’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 		$19.3M Buy
382,404
+113,010
+42% +$5.68M 0.08% 225
2026
Q1 		$13.4M Buy
269,394
+9,406
+4% +$475K 0.07% 271
2025
Q4 		$13.2M Sell
259,988
-51,610
-17% -$2.6M 0.07% 257
2025
Q3 		$15.6M Buy
311,598
+14,827
+5% +$729K 0.1% 189
2025
Q2 		$14.5M Buy
296,771
+48,658
+20% +$2.38M 0.11% 176
2025
Q1 		$12.3M Buy
248,113
+24,086
+11% +$1.21M 0.13% 153
2024
Q4 		$11.2M Buy
224,027
+124,085
+124% +$6.27M 0.13% 152
2024
Q3 		$5.11M Buy
99,942
+66,947
+203% +$3.39M 0.1% 202
2024
Q2 		$1.65M Buy
32,995
+22,805
+224% +$1.14M 0.07% 236
2024
Q1 		$516K Buy
10,190
+5,278
+107% +$268K 0.07% 262
2023
Q4 		$250K Buy
+4,912
New +$241K 0.06% 239

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners's VTEB Position: Q2 2026 in Review

&Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q2 2026, buying an estimated $5.68M and bringing the position to 382,404 shares worth $19.3M. The position accounts for 0.08% of the portfolio, ranked #225.

&Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • &Partners held 382,404 shares of Vanguard Tax-Exempt Bond Index Fund worth $19.3M as of Q2 2026.
  • &Partners bought 113,010 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.68M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of &Partners's portfolio in Q2 2026, its #225 holding.
  • &Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.