Stewardship Advisors
VTEB icon

Stewardship Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stewardship Advisors’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
Q3 		$10.5M Buy
220,657
+8,834
+4% +$436K 2.18% 13
2026
Q2 		$10.7M Buy
211,823
+48,065
+29% +$2.42M 2.23% 12
2026
Q1 		$8.17M Sell
163,758
-20,543
-11% -$1.04M 1.88% 14
2025
Q4 		$9.27M Sell
184,301
-69,099
-27% -$3.48M 2.14% 13
2025
Q3 		$12.7M Buy
253,400
+5,610
+2% +$276K 3% 9
2025
Q2 		$12.1M Buy
247,790
+4,497
+2% +$220K 3.08% 9
2025
Q1 		$12.1M Buy
243,293
+25,357
+12% +$1.27M 3.26% 8
2024
Q4 		$10.9M Buy
217,936
+9,129
+4% +$462K 3.03% 8
2024
Q3 		$10.7M Sell
208,807
-10,856
-5% -$550K 3.01% 8
2024
Q2 		$11M Buy
219,663
+43,943
+25% +$2.2M 3.64% 6
2024
Q1 		$8.89M Buy
+175,720
New +$8.91M 3.04% 6

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Stewardship Advisors's VTEB Position: Q3 2026 in Review

Stewardship Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q3 2026, buying an estimated $436K and bringing the position to 220,657 shares worth $10.5M. The position accounts for 2.18% of the portfolio, ranked #13.

Stewardship Advisors first reported a position in VTEB in Q1 2024 and has held it in 11 quarters since. The position peaked at $12.7M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Stewardship Advisors held 220,657 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.5M as of Q3 2026.
  • Stewardship Advisors bought 8,834 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $436K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.18% of Stewardship Advisors's portfolio in Q3 2026, its #13 holding.
  • Stewardship Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 11 quarters since.
  • Stewardship Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.7M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.