Sage Mountain Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sage Mountain Advisors’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	$8.5M	Sell	170,392 -11,923	-7%	-$602K	0.59%	24
2025 Q4	$9.17M	Buy	182,315 +72,379	+66%	+$3.64M	0.49%	34
2025 Q3	$5.5M	Buy	109,936 +91,659	+501%	+$4.5M	0.32%	45
2025 Q2	$896K	Buy	18,277 +39	+0.2%	+$1.91K	0.06%	159
2025 Q1	$905K	Buy	18,238 +2,022	+12%	+$101K	0.07%	134
2024 Q4	$813K	Buy	16,216 +2,607	+19%	+$132K	0.06%	144
2024 Q3	$696K	Buy	+13,609	New	+$690K	0.06%	151
2022 Q1	–	Sell	-4,650	Closed	-$255K	–	712
2021 Q4	$255K	Hold	4,650	–	–	0.03%	473
2021 Q3	$255K	Hold	4,650	–	–	0.04%	389
2021 Q2	$257K	Hold	4,650	–	–	0.04%	341
2021 Q1	$254K	Hold	4,650	–	–	0.05%	258
2020 Q4	$257K	Buy	+4,650	New	+$254K	0.08%	151

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

Sage Mountain Advisors's VTEB Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.5% in Q1 2026, selling an estimated $602K and leaving 170,392 shares worth $8.5M. The position accounts for 0.59% of the portfolio, ranked #24.

Sage Mountain Advisors first reported a position in VTEB in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.17M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Sage Mountain Advisors held 170,392 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.5M as of Q1 2026.
Sage Mountain Advisors sold 11,923 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $602K.
Vanguard Tax-Exempt Bond Index Fund made up 0.59% of Sage Mountain Advisors's portfolio in Q1 2026, its #24 holding.
Sage Mountain Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 12 quarters since.
Sage Mountain Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.17M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.