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Stirlingshire Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stirlingshire Investments’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 		$918K Sell
18,156
-131
-0.7% -$6.58K 0.68% 29
2026
Q1 		$912K Sell
18,287
-423
-2% -$21.4K 0.8% 29
2025
Q4 		$941K Buy
+18,710
New +$941K 0.83% 31

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stirlingshire Investments's VTEB Position: Q2 2026 in Review

Stirlingshire Investments reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.72% in Q2 2026, selling an estimated $6.58K and leaving 18,156 shares worth $918K. The position accounts for 0.68% of the portfolio, ranked #29.

Stirlingshire Investments first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $941K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Stirlingshire Investments held 18,156 shares of Vanguard Tax-Exempt Bond Index Fund worth $918K as of Q2 2026.
  • Stirlingshire Investments sold 131 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.58K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.68% of Stirlingshire Investments's portfolio in Q2 2026, its #29 holding.
  • Stirlingshire Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Stirlingshire Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $941K in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.