Riverview Trust Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Riverview Trust Company’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
2025 Q4	–	Sell	-15,525	Closed	-$777K	–	224
2025 Q3	$777K	Hold	15,525	–	–	0.94%	17
2025 Q2	$761K	Hold	15,525	–	–	0.95%	16
2025 Q1	$770K	Hold	15,525	–	–	0.76%	29
2024 Q4	$778K	Hold	15,525	–	–	0.71%	28
2024 Q3	$794K	Hold	15,525	–	–	0.7%	28
2024 Q2	$778K	Hold	15,525	–	–	0.74%	27
2024 Q1	$786K	Buy	+15,525	New	+$787K	0.61%	34
2023 Q4	–	Sell	-15,525	Closed	-$747K	–	625
2023 Q3	$747K	Buy	+15,525	New	+$769K	0.66%	30

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Riverview Trust Company's VTEB Position: Q4 2025 in Review

Riverview Trust Company sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 15,525 shares — an estimated $777K sold.

Riverview Trust Company first reported a position in VTEB in Q3 2023 and held it in 8 quarters. The position peaked at $794K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Riverview Trust Company reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Riverview Trust Company sold 15,525 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $777K.
Riverview Trust Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 8 quarters.
Riverview Trust Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $794K in Q3 2024.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Riverview Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.