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

Stevens 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	$2.42M	Buy	48,547 +14,420	+42%	+$728K	0.58%	39
2025 Q4	$1.72M	Sell	34,127 -104	-0.3%	-$5.23K	0.45%	46
2025 Q3	$1.71M	Buy	34,231 +2,388	+7%	+$117K	0.51%	41
2025 Q2	$1.56M	Buy	31,843 +18,893	+146%	+$923K	0.56%	37
2025 Q1	$643K	Sell	12,950 -2,047	-14%	-$102K	0.3%	40
2024 Q4	$752K	Buy	14,997 +2,442	+19%	+$123K	0.34%	39
2024 Q3	$642K	Buy	12,555 +4,225	+51%	+$214K	0.31%	39
2024 Q2	$417K	Buy	8,330 +187	+2%	+$9.36K	0.22%	43
2024 Q1	$412K	Buy	+8,143	New	+$413K	0.25%	44

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stevens Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q1 2026, buying an estimated $728K and bringing the position to 48,547 shares worth $2.42M. The position accounts for 0.58% of the portfolio, ranked #39.

Stevens Capital Partners first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Stevens Capital Partners held 48,547 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.42M as of Q1 2026.
Stevens Capital Partners bought 14,420 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $728K.
Vanguard Tax-Exempt Bond Index Fund made up 0.58% of Stevens Capital Partners's portfolio in Q1 2026, its #39 holding.
Stevens Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.