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Pine Valley Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pine Valley Investments’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 		$366K Hold
7,335
– – 0.02% 427
2025
Q4 		$369K Hold
7,335
– – 0.02% 412
2025
Q3 		$367K Hold
7,335
– – 0.02% 406
2025
Q2 		$360K Buy
+7,335
New +$358K 0.02% 394

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

Pine Valley Investments's VTEB Position: Q1 2026 in Review

Pine Valley Investments held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 7,335 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #427.

Pine Valley Investments first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $369K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Pine Valley Investments held 7,335 shares of Vanguard Tax-Exempt Bond Index Fund worth $366K as of Q1 2026.
  • Pine Valley Investments left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Pine Valley Investments's portfolio in Q1 2026, its #427 holding.
  • Pine Valley Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Pine Valley Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $369K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.