SN
VTEB icon

Sittner & Nelson’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sittner & Nelson’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 		– Sell
-90
Closed -$4.49K – 647
2026
Q1 		$4.49K Hold
90
– – ﹤0.01% 481
2025
Q4 		$4.56K Buy
+90
New +$4.53K ﹤0.01% 442

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

Sittner & Nelson's VTEB Position: Q2 2026 in Review

Sittner & Nelson sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 90 shares — an estimated $4.49K sold.

Sittner & Nelson first reported a position in VTEB in Q4 2025 and held it in 2 quarters. The position peaked at $4.56K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sittner & Nelson reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Sittner & Nelson sold 90 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.49K.
  • Sittner & Nelson first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 2 quarters.
  • Sittner & Nelson's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.56K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.