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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
Q2 		$165M Buy
3,290,574
+1,674,893
+104% +$84.2M 0.49% 35
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital's VTEB Position: Q2 2026 in Review

Savant Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 104% in Q2 2026, buying an estimated $84.2M and bringing the position to 3,290,574 shares worth $165M. The position accounts for 0.49% of the portfolio, ranked #35.

Savant Capital first reported a position in VTEB in Q1 2020 and has held it in 26 quarters since. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Savant Capital held 3,290,574 shares of Vanguard Tax-Exempt Bond Index Fund worth $165M as of Q2 2026.
  • Savant Capital bought 1,674,893 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $84.2M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.49% of Savant Capital's portfolio in Q2 2026, its #35 holding.
  • Savant Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 26 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.