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Shade Tree Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Shade Tree 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
2026
Q2 		$5.01M Buy
98,980
+245
+0.2% +$12.3K 2.92% 6
2026
Q1 		$4.93M Sell
98,735
-2,893
-3% -$146K 3.53% 6
2025
Q4 		$5.11M Buy
101,628
+5,316
+6% +$267K 3.88% 3
2025
Q3 		$4.82M Buy
96,312
+7,423
+8% +$365K 4.17% 4
2025
Q2 		$4.36M Buy
88,889
+14,683
+20% +$717K 3.81% 5
2025
Q1 		$3.68M Buy
74,206
+2,055
+3% +$103K 3.65% 6
2024
Q4 		$3.62M Buy
+72,151
New +$3.65M 3.65% 5

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

Shade Tree Advisors's VTEB Position: Q2 2026 in Review

Shade Tree Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.25% in Q2 2026, buying an estimated $12.3K and bringing the position to 98,980 shares worth $5.01M. The position accounts for 2.92% of the portfolio, ranked #6.

Shade Tree Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Shade Tree Advisors held 98,980 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.01M as of Q2 2026.
  • Shade Tree Advisors bought 245 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $12.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.92% of Shade Tree Advisors's portfolio in Q2 2026, its #6 holding.
  • Shade Tree Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Shade Tree Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.11M in Q4 2025.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.