Ritholtz Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ritholtz Wealth 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	–	Sell	-5,352	Closed	-$269K	–	1278
2025 Q4	$269K	Buy	5,352 +41	+0.8%	+$2.06K	﹤0.01%	948
2025 Q3	$266K	Buy	5,311 +1	+0%	+$49	0.01%	885
2025 Q2	$260K	Buy	+5,310	New	+$259K	0.01%	842
2022 Q1	–	Sell	-4,949	Closed	-$272K	–	622
2021 Q4	$272K	Sell	4,949 -501	-9%	-$27.5K	0.02%	430
2021 Q3	$298K	Buy	5,450 +582	+12%	+$32.2K	0.02%	370
2021 Q2	$269K	Buy	4,868 +73	+2%	+$4.02K	0.02%	391
2021 Q1	$262K	Buy	4,795 +14	+0.3%	+$769	0.02%	346
2020 Q4	$264K	Buy	+4,781	New	+$261K	0.03%	282

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

Ritholtz Wealth Management's VTEB Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 5,352 shares — an estimated $269K sold.

Ritholtz Wealth Management first reported a position in VTEB in Q4 2020 and held it in 8 quarters. The position peaked at $298K in Q3 2021. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Ritholtz Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 5,352 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $269K.
Ritholtz Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 8 quarters.
Ritholtz Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $298K in Q3 2021.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.