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Southern Michigan Bank & Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Southern Michigan Bank & Trust’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 		$512K Sell
10,127
-6,463
-39% -$325K 0.18% 49
2026
Q1 		$828K Buy
+16,590
New +$838K 0.32% 35

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Southern Michigan Bank & Trust's VTEB Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 39% in Q2 2026, selling an estimated $325K and leaving 10,127 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #49.

Southern Michigan Bank & Trust first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $828K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Southern Michigan Bank & Trust held 10,127 shares of Vanguard Tax-Exempt Bond Index Fund worth $512K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 6,463 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $325K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #49 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $828K in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.