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Proffitt & Goodson’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Proffitt & Goodson’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 		$2.07M Sell
40,872
-9,608
-19% -$483K 0.28% 36
2026
Q1 		$2.52M Buy
50,480
+15,471
+44% +$781K 0.39% 30
2025
Q4 		$1.76M Buy
35,009
+7,698
+28% +$387K 0.25% 39
2025
Q3 		$1.37M Sell
27,311
-6,426
-19% -$316K 0.2% 50
2025
Q2 		$1.65M Sell
33,737
-3,146
-9% -$154K 0.25% 44
2025
Q1 		$1.83M Buy
36,883
+12,188
+49% +$610K 0.3% 36
2024
Q4 		$1.24M Buy
24,695
+2,794
+13% +$141K 0.21% 51
2024
Q3 		$1.12M Buy
21,901
+5,405
+33% +$274K 0.18% 56
2024
Q2 		$827K Buy
16,496
+1,472
+10% +$73.7K 0.15% 71
2024
Q1 		$760K Buy
15,024
+3,041
+25% +$154K 0.14% 74
2023
Q4 		$612K Buy
11,983
+1,310
+12% +$64.2K 0.11% 75
2023
Q3 		$513K Sell
10,673
-7,137
-40% -$354K 0.11% 77
2023
Q2 		$894K Sell
17,810
-7,548
-30% -$379K 0.18% 63
2023
Q1 		$1.28M Buy
25,358
+8,600
+51% +$432K 0.26% 41
2022
Q4 		$829K Sell
16,758
-75,156
-82% -$3.67M 0.18% 64
2022
Q3 		$4.42M Buy
91,914
+1,354
+1% +$67.7K 0.96% 20
2022
Q2 		$4.52M Buy
90,560
+84,433
+1,378% +$4.23M 0.92% 20
2022
Q1 		$316K Sell
6,127
-50,702
-89% -$2.7M 0.06% 100
2021
Q4 		$3.12M Sell
56,829
-33,011
-37% -$1.81M 0.55% 24
2021
Q3 		$4.92M Sell
89,840
-1,070
-1% -$59.2K 0.9% 18
2021
Q2 		$5.03M Buy
90,910
+819
+0.9% +$45.1K 0.91% 18
2021
Q1 		$4.92M Buy
90,091
+36,386
+68% +$2M 0.93% 18
2020
Q4 		$2.96M Sell
53,705
-90,175
-63% -$4.92M 0.61% 23
2020
Q3 		$7.83M Buy
143,880
+88,417
+159% +$4.83M 1.66% 15
2020
Q2 		$3M Buy
+55,463
New +$2.96M 0.66% 22

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

Proffitt & Goodson's VTEB Position: Q2 2026 in Review

Proffitt & Goodson reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, selling an estimated $483K and leaving 40,872 shares worth $2.07M. The position accounts for 0.28% of the portfolio, ranked #36.

Proffitt & Goodson first reported a position in VTEB in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.83M in Q3 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Proffitt & Goodson held 40,872 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.07M as of Q2 2026.
  • Proffitt & Goodson sold 9,608 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $483K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.28% of Proffitt & Goodson's portfolio in Q2 2026, its #36 holding.
  • Proffitt & Goodson first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 25 quarters since.
  • Proffitt & Goodson's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.83M in Q3 2020.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.