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Spurstone Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Spurstone Advisory Services’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 		$249 Sell
5
-27
-84% -$1.36K ﹤0.01% 70
2025
Q4 		$1.61K Hold
32
– – 0.03% 64
2025
Q3 		$1.6K Hold
32
– – 0.02% 82
2025
Q2 		$1.57K Sell
32
-1,091
-97% -$53.3K 0.02% 105
2025
Q1 		$55.7K Buy
1,123
+1,091
+3,409% +$54.6K 1.08% 16
2024
Q4 		$1.6K Buy
+32
New +$1.62K 0.03% 62

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

Spurstone Advisory Services's VTEB Position: Q1 2026 in Review

Spurstone Advisory Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 84% in Q1 2026, selling an estimated $1.36K and leaving 5 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Spurstone Advisory Services first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.7K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Spurstone Advisory Services held 5 shares of Vanguard Tax-Exempt Bond Index Fund worth $249 as of Q1 2026.
  • Spurstone Advisory Services sold 27 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.36K.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #70 holding.
  • Spurstone Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $55.7K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.