Progressive Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Progressive Investment 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	$325K	Hold	6,519	–	–	0.09%	46
2025 Q4	$328K	Buy	6,519 +703	+12%	+$35.4K	0.08%	46
2025 Q3	$291K	Hold	5,816	–	–	0.07%	49
2025 Q2	$285K	Sell	5,816 -8	-0.1%	-$391	0.07%	50
2025 Q1	$289K	Buy	5,824 +569	+11%	+$28.5K	0.08%	49
2024 Q4	$263K	Buy	5,255 +599	+13%	+$30.3K	0.07%	51
2024 Q3	$238K	Hold	4,656	–	–	0.06%	50
2024 Q2	$233K	Buy	+4,656	New	+$233K	0.06%	50
2023 Q2	–	Sell	-3,987	Closed	-$202K	–	61
2023 Q1	$202K	Buy	+3,987	New	+$200K	0.07%	55
2022 Q2	–	Sell	-4,826	Closed	-$249K	–	56
2022 Q1	$249K	Sell	4,826 -670	-12%	-$35.7K	0.08%	48
2021 Q4	$302K	Sell	5,496 -677	-11%	-$37.1K	0.08%	47
2021 Q3	$338K	Buy	+6,173	New	+$341K	0.1%	44

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Progressive Investment Management's VTEB Position: Q1 2026 in Review

Progressive Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 6,519 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #46.

Progressive Investment Management first reported a position in VTEB in Q3 2021 and has held it in 12 quarters since. The position peaked at $338K in Q3 2021. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Progressive Investment Management held 6,519 shares of Vanguard Tax-Exempt Bond Index Fund worth $325K as of Q1 2026.
Progressive Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Progressive Investment Management's portfolio in Q1 2026, its #46 holding.
Progressive Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 12 quarters since.
Progressive Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $338K in Q3 2021.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.