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Stamos Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stamos Capital Partners’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 		$17.8M Sell
357,307
-10,485
-3% -$529K 2.79% 3
2025
Q4 		$18.5M Sell
367,792
-23,829
-6% -$1.2M 2.97% 3
2025
Q3 		$19.6M Buy
+391,621
New +$19.2M 3.7% 2

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

Stamos Capital Partners's VTEB Position: Q1 2026 in Review

Stamos Capital Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.9% in Q1 2026, selling an estimated $529K and leaving 357,307 shares worth $17.8M. The position accounts for 2.79% of the portfolio, ranked #3.

Stamos Capital Partners first reported a position in VTEB in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.6M in Q3 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Stamos Capital Partners held 357,307 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.8M as of Q1 2026.
  • Stamos Capital Partners sold 10,485 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $529K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.79% of Stamos Capital Partners's portfolio in Q1 2026, its #3 holding.
  • Stamos Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Stamos Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $19.6M in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.