Simplex Trading
VTEB icon

Simplex Trading’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Simplex Trading’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 		– Sell
-10,806
Closed -$543K – 10284
2025
Q4 		$543K Buy
10,806
+9,460
+703% +$476K ﹤0.01% 3226
2025
Q3 		$67K Sell
1,346
-5,324
-80% -$262K ﹤0.01% 6158
2025
Q2 		$327K Buy
6,670
+4,696
+238% +$229K ﹤0.01% 3975
2025
Q1 		$97K Buy
1,974
+411
+26% +$20.6K ﹤0.01% 5089
2024
Q4 		$78K Buy
+1,563
New +$79K ﹤0.01% 5418
2024
Q1 		– Sell
-355
Closed -$18K – 10015
2023
Q4 		$18K Sell
355
-628
-64% -$30.8K ﹤0.01% 7031
2023
Q3 		$47K Buy
+983
New +$48.7K ﹤0.01% 5876
2023
Q2 		– Sell
-275
Closed -$13K – 10052
2023
Q1 		$13K Buy
+275
New +$13.8K ﹤0.01% 7337
2022
Q4 		– Sell
-1,954
Closed -$94K – 10553
2022
Q3 		$94K Buy
+1,954
New +$97.7K ﹤0.01% 5618
2022
Q2 		– Sell
-1,195
Closed -$61K – 11212
2022
Q1 		$61K Buy
+1,195
New +$63.6K ﹤0.01% 6863
2021
Q4 		– Sell
-1,100
Closed -$60K – 11549
2021
Q3 		$60K Hold
1,100
– – ﹤0.01% 7306
2021
Q2 		$60K Buy
1,100
+100
+10% +$5.51K ﹤0.01% 7437
2021
Q1 		$54K Buy
+1,000
New +$54.9K ﹤0.01% 6526

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

Simplex Trading's VTEB Position: Q1 2026 in Review

Simplex Trading sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 10,806 shares — an estimated $543K sold.

Simplex Trading first reported a position in VTEB in Q1 2021 and held it in 13 quarters. The position peaked at $543K in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Simplex Trading reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 10,806 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $543K.
  • Simplex Trading first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 13 quarters.
  • Simplex Trading's Vanguard Tax-Exempt Bond Index Fund position peaked at $543K in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.