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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
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 $1.56T 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

&Partners's VTEB Position: Q1 2026 in Review

&Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q1 2026, buying an estimated $475K and bringing the position to 269,394 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #271.

&Partners first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • &Partners held 269,394 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.4M as of Q1 2026.
  • &Partners bought 9,406 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $475K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of &Partners's portfolio in Q1 2026, its #271 holding.
  • &Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • &Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $15.6M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.