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Segall Bryant & Hamill’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Segall Bryant & Hamill’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
Q2 		– Sell
-11,090
Closed -$550K – 640
2025
Q1 		$550K Buy
+11,090
New +$555K 0.01% 546
2022
Q3 		– Sell
-4,033
Closed -$201K – 751
2022
Q2 		$201K Sell
4,033
-3,500
-46% -$175K ﹤0.01% 709
2022
Q1 		$388K Buy
+7,533
New +$401K ﹤0.01% 640

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Segall Bryant & Hamill's VTEB Position: Q2 2025 in Review

Segall Bryant & Hamill sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 11,090 shares — an estimated $550K sold.

Segall Bryant & Hamill first reported a position in VTEB in Q1 2022 and held it in 3 quarters. The position peaked at $550K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Segall Bryant & Hamill reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 11,090 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $550K.
  • Segall Bryant & Hamill first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 3 quarters.
  • Segall Bryant & Hamill's Vanguard Tax-Exempt Bond Index Fund position peaked at $550K in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Segall Bryant & Hamill's 13F filing for Q2 2025, filed 12 Aug 2025.