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Principal Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Principal Securities’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 		$6.98M Buy
139,937
+8,005
+6% +$404K 0.1% 181
2025
Q4 		$6.63M Buy
131,932
+2,134
+2% +$107K 0.1% 187
2025
Q3 		$6.5M Sell
129,798
-2,132
-2% -$105K 0.11% 181
2025
Q2 		$6.47M Buy
131,930
+12,825
+11% +$627K 0.12% 158
2025
Q1 		$5.97M Hold
119,105
– – 0.13% 143
2024
Q4 		$5.97M Buy
119,105
+3,253
+3% +$164K 0.13% 142
2024
Q3 		$5.92M Buy
115,852
+7,094
+7% +$360K 0.14% 139
2024
Q2 		$5.45M Buy
108,758
+15,792
+17% +$790K 0.15% 125
2024
Q1 		$4.7M Buy
92,966
+2,546
+3% +$129K 0.15% 135
2023
Q4 		$4.62M Buy
+90,420
New +$4.43M 0.17% 120

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

Principal Securities's VTEB Position: Q1 2026 in Review

Principal Securities increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.1% in Q1 2026, buying an estimated $404K and bringing the position to 139,937 shares worth $6.98M. The position accounts for 0.1% of the portfolio, ranked #181.

Principal Securities first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Principal Securities held 139,937 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.98M as of Q1 2026.
  • Principal Securities bought 8,005 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $404K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Principal Securities's portfolio in Q1 2026, its #181 holding.
  • Principal Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.