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

Sanibel Captiva 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
2026 Q1	$12M	Buy	241,327 +47,500	+25%	+$2.4M	0.34%	74
2025 Q4	$9.75M	Buy	193,827 +73,512	+61%	+$3.7M	0.27%	86
2025 Q3	$6.02M	Buy	120,315 +39,117	+48%	+$1.92M	0.17%	112
2025 Q2	$3.98M	Sell	81,198 -13,518	-14%	-$660K	0.12%	131
2025 Q1	$4.7M	Buy	94,716 +20,655	+28%	+$1.03M	0.15%	116
2024 Q4	$3.71M	Buy	74,061 +19,881	+37%	+$1.01M	0.12%	127
2024 Q3	$2.77M	Buy	54,180 +12,170	+29%	+$617K	0.09%	142
2024 Q2	$2.11M	Buy	42,010 +24,140	+135%	+$1.21M	0.07%	157
2024 Q1	$904K	Buy	17,870 +1,369	+8%	+$69.4K	0.03%	210
2023 Q4	$842K	Buy	+16,501	New	+$809K	0.03%	203

Other funds holding VTEB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Wealthfront Advisers

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

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

Fidelity Investments

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 $501B AUM 22.01% 1-Year Est. Return