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Stage Harbor Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stage Harbor Financial’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 		$5.73M Sell
114,862
-592
-0.5% -$29.9K 3.8% 7
2025
Q4 		$5.81M Hold
115,454
– – 3.91% 7
2025
Q3 		$5.78M Buy
115,454
+4,521
+4% +$222K 4.23% 6
2025
Q2 		$5.44M Sell
110,933
-1,400
-1% -$68.4K 4.42% 6
2025
Q1 		$5.57M Hold
112,333
– – 4.72% 6
2024
Q4 		$5.63M Hold
112,333
– – 4.9% 5
2024
Q3 		$5.69M Sell
112,333
-793
-0.7% -$40.2K 5.19% 5
2024
Q2 		$5.67M Sell
113,126
-3,157
-3% -$158K 5.48% 5
2024
Q1 		$5.88M Sell
116,283
-10,084
-8% -$511K 5.35% 5
2023
Q4 		$6.45M Buy
+126,367
New +$6.2M 6.22% 4

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

Stage Harbor Financial's VTEB Position: Q1 2026 in Review

Stage Harbor Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.51% in Q1 2026, selling an estimated $29.9K and leaving 114,862 shares worth $5.73M. The position accounts for 3.8% of the portfolio, ranked #7.

Stage Harbor Financial first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.45M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Stage Harbor Financial held 114,862 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.73M as of Q1 2026.
  • Stage Harbor Financial sold 592 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $29.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.8% of Stage Harbor Financial's portfolio in Q1 2026, its #7 holding.
  • Stage Harbor Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.45M in Q4 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.