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

Sheridan Capital Management’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	$601K	Buy	12,050 +3,500	+41%	+$177K	0.32%	27
2025 Q4	$430K	Hold	8,550	–	–	0.22%	29
2025 Q3	$428K	Hold	8,550	–	–	0.23%	29
2025 Q2	$419K	Buy	8,550 +3,500	+69%	+$171K	0.29%	22
2025 Q1	$251K	Buy	+5,050	New	+$253K	0.18%	22

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 $530B AUM 22.01% 1-Year Est. Return

Sheridan Capital Management's VTEB Position: Q1 2026 in Review

Sheridan Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 41% in Q1 2026, buying an estimated $177K and bringing the position to 12,050 shares worth $601K. The position accounts for 0.32% of the portfolio, ranked #27.

Sheridan Capital Management first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Sheridan Capital Management held 12,050 shares of Vanguard Tax-Exempt Bond Index Fund worth $601K as of Q1 2026.
Sheridan Capital Management bought 3,500 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $177K.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Sheridan Capital Management's portfolio in Q1 2026, its #27 holding.
Sheridan Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.