Sand Hill Global Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sand Hill Global 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
2025 Q3	–	Sell	-6,461	Closed	-$317K	–	214
2025 Q2	$317K	Sell	6,461 -35,725	-85%	-$1.75M	0.01%	165
2025 Q1	$2.09M	Sell	42,186 -29,132	-41%	-$1.46M	0.09%	95
2024 Q4	$3.58M	Buy	71,318 +2,482	+4%	+$125K	0.15%	76
2024 Q3	$3.52M	Sell	68,836 -296	-0.4%	-$15K	0.15%	79
2024 Q2	$3.46M	Sell	69,132 -27,506	-28%	-$1.38M	0.16%	80
2024 Q1	$4.89M	Sell	96,638 -19,691	-17%	-$998K	0.23%	63
2023 Q4	$5.94M	Buy	+116,329	New	+$5.7M	0.29%	57
2022 Q3	–	Sell	-4,494	Closed	-$224K	–	164
2022 Q2	$224K	Buy	+4,494	New	+$225K	0.01%	150
2021 Q4	–	Sell	-5,190	Closed	-$284K	–	163
2021 Q3	$284K	Buy	+5,190	New	+$287K	0.02%	130

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Sand Hill Global Advisors's VTEB Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 6,461 shares — an estimated $317K sold.

Sand Hill Global Advisors first reported a position in VTEB in Q3 2021 and held it in 9 quarters. The position peaked at $5.94M in Q4 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Sand Hill Global Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Sand Hill Global Advisors sold 6,461 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $317K.
Sand Hill Global Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 9 quarters.
Sand Hill Global Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.94M in Q4 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.