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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
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 $1.56T 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

Per Stirling Capital Management's VTEB Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 64% in Q1 2026, selling an estimated $2.36M and leaving 26,197 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #122.

Per Stirling Capital Management first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.84M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Per Stirling Capital Management held 26,197 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.31M as of Q1 2026.
  • Per Stirling Capital Management sold 46,816 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.36M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Per Stirling Capital Management's portfolio in Q1 2026, its #122 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.84M in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.