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

Per Stirling 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 		$1.35M Buy
26,772
+575
+2% +$28.9K 0.13% 128
2026
Q1 		$1.31M Sell
26,197
-46,816
-64% -$2.36M 0.14% 122
2025
Q4 		$3.67M Sell
73,013
-8,142
-10% -$410K 0.41% 61
2025
Q3 		$4.06M Buy
81,155
+1,427
+2% +$70.1K 0.49% 54
2025
Q2 		$3.91M Buy
79,728
+1,257
+2% +$61.4K 0.51% 56
2025
Q1 		$3.89M Sell
78,471
-5,417
-6% -$271K 0.56% 52
2024
Q4 		$4.21M Sell
83,888
-30,389
-27% -$1.54M 0.6% 47
2024
Q3 		$5.84M Buy
114,277
+3,438
+3% +$174K 0.81% 37
2024
Q2 		$5.55M Buy
110,839
+3,593
+3% +$180K 0.89% 33
2024
Q1 		$5.43M Buy
107,246
+1,270
+1% +$64.4K 0.91% 34
2023
Q4 		$5.41M Buy
105,976
+480
+0.5% +$23.5K 0.99% 33
2023
Q3 		$5.07M Buy
105,496
+1,065
+1% +$52.8K 1.05% 31
2023
Q2 		$5.24M Buy
104,431
+544
+0.5% +$27.3K 1.07% 28
2023
Q1 		$5.26M Buy
103,887
+89,773
+636% +$4.51M 1.13% 26
2022
Q4 		$699K Buy
+14,114
New +$690K 0.13% 99

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

Per Stirling Capital Management's VTEB Position: Q2 2026 in Review

Per Stirling Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 26,772 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #128.

Per Stirling Capital Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.84M in Q3 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Per Stirling Capital Management held 26,772 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.35M as of Q2 2026.
  • Per Stirling Capital Management bought 575 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $28.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Per Stirling Capital Management's portfolio in Q2 2026, its #128 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.84M in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.