SC
VTEB icon

Savant Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Savant Capital’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 		$80.6M Buy
1,615,681
+146,263
+10% +$7.39M 0.39% 44
2025
Q4 		$73.9M Sell
1,469,418
-91,606
-6% -$4.61M 0.42% 41
2025
Q3 		$78.2M Buy
1,561,024
+44,960
+3% +$2.21M 0.47% 38
2025
Q2 		$74.3M Buy
1,516,064
+206,439
+16% +$10.1M 0.53% 35
2025
Q1 		$65M Buy
1,309,625
+63,503
+5% +$3.18M 0.55% 32
2024
Q4 		$62.5M Buy
1,246,122
+137,438
+12% +$6.95M 0.49% 35
2024
Q3 		$56.7M Buy
1,108,684
+46,067
+4% +$2.33M 0.47% 40
2024
Q2 		$53.2M Buy
1,062,617
+81,619
+8% +$4.08M 0.53% 34
2024
Q1 		$49.6M Sell
980,998
-34,698
-3% -$1.76M 0.57% 32
2023
Q4 		$51.9M Sell
1,015,696
-43,759
-4% -$2.15M 0.67% 28
2023
Q3 		$51M Sell
1,059,455
-5,507
-0.5% -$273K 0.76% 26
2023
Q2 		$53.5M Buy
1,064,962
+17,455
+2% +$877K 0.84% 24
2023
Q1 		$53.1M Sell
1,047,507
-25,401
-2% -$1.28M 0.99% 22
2022
Q4 		$53.1M Buy
1,072,908
+17,900
+2% +$875K 1.3% 18
2022
Q3 		$50.8M Sell
1,055,008
-107,107
-9% -$5.35M 1.58% 14
2022
Q2 		$58M Buy
1,162,115
+1,089,728
+1,505% +$54.6M 1.76% 13
2022
Q1 		$3.73M Buy
72,387
+56,764
+363% +$3.02M 0.12% 104
2021
Q4 		$858K Buy
15,623
+1,574
+11% +$86.3K 0.03% 257
2021
Q3 		$769K Hold
14,049
– – 0.03% 252
2021
Q2 		$777K Sell
14,049
-32
-0.2% -$1.76K 0.03% 232
2021
Q1 		$769K Hold
14,081
– – 0.04% 219
2020
Q4 		$777K Buy
14,081
+5,550
+65% +$303K 0.05% 207
2020
Q3 		$464K Sell
8,531
-375
-4% -$20.5K 0.03% 264
2020
Q2 		$482K Sell
8,906
-610
-6% -$32.5K 0.04% 249
2020
Q1 		$503K Buy
+9,516
New +$510K 0.05% 225

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savant Capital's VTEB Position: Q1 2026 in Review

Savant Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q1 2026, buying an estimated $7.39M and bringing the position to 1,615,681 shares worth $80.6M. The position accounts for 0.39% of the portfolio, ranked #44.

Savant Capital first reported a position in VTEB in Q1 2020 and has held it in 25 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Savant Capital held 1,615,681 shares of Vanguard Tax-Exempt Bond Index Fund worth $80.6M as of Q1 2026.
  • Savant Capital bought 146,263 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $7.39M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Savant Capital's portfolio in Q1 2026, its #44 holding.
  • Savant Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 25 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.