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 Q2	$5.71M	Sell	112,971 -1,891	-2%	-$95K	3.3%	11
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stage Harbor Financial's VTEB Position: Q2 2026 in Review

Stage Harbor Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q2 2026, selling an estimated $95K and leaving 112,971 shares worth $5.71M. The position accounts for 3.3% of the portfolio, ranked #11.

Stage Harbor Financial first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.45M in Q4 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Stage Harbor Financial held 112,971 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.71M as of Q2 2026.
Stage Harbor Financial sold 1,891 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $95K.
Vanguard Tax-Exempt Bond Index Fund made up 3.3% of Stage Harbor Financial's portfolio in Q2 2026, its #11 holding.
Stage Harbor Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Stage Harbor Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.45M in Q4 2023.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.