Stokes Family Office’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stokes Family Office’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	$2.74M	Sell	54,081 -16,711	-24%	-$840K	0.32%	80
2026 Q1	$3.53M	Sell	70,792 -38,074	-35%	-$1.92M	0.36%	71
2025 Q4	$5.47M	Sell	108,866 -918	-0.8%	-$46.2K	0.5%	53
2025 Q3	$5.5M	Buy	109,784 +23,366	+27%	+$1.15M	0.52%	54
2025 Q2	$4.24M	Sell	86,418 -5,251	-6%	-$257K	0.44%	59
2025 Q1	$4.55M	Sell	91,669 -37,074	-29%	-$1.85M	0.51%	49
2024 Q4	$6.45M	Buy	128,743 +51,560	+67%	+$2.61M	0.69%	31
2024 Q3	$3.95M	Sell	77,183 -1,595	-2%	-$80.8K	0.43%	57
2024 Q2	$3.95M	Buy	78,778 +9,470	+14%	+$474K	0.46%	53
2024 Q1	$3.51M	Buy	69,308 +1,033	+2%	+$52.4K	0.44%	58
2023 Q4	$3.49M	Sell	68,275 -111,565	-62%	-$5.47M	0.47%	55
2023 Q3	$8.65M	Buy	179,840 +56,157	+45%	+$2.78M	1.02%	20
2023 Q2	$6.21M	Sell	123,683 -7,884	-6%	-$396K	0.72%	25
2023 Q1	$6.67M	Buy	131,567 +4,734	+4%	+$238K	0.83%	23
2022 Q4	$6.28M	Buy	126,833 +96,210	+314%	+$4.7M	0.81%	29
2022 Q3	$1.47M	Sell	30,623 -19,603	-39%	-$980K	0.21%	84
2022 Q2	$2.51M	Buy	50,226 +16,343	+48%	+$819K	0.34%	67
2022 Q1	$1.75M	Buy	33,883 +13,913	+70%	+$740K	0.23%	76
2021 Q4	$1.1M	Buy	19,970 +12,172	+156%	+$667K	0.14%	93
2021 Q3	$427K	Buy	7,798 +1,582	+25%	+$87.5K	0.06%	159
2021 Q2	$344K	Buy	+6,216	New	+$342K	0.05%	167

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

Stokes Family Office's VTEB Position: Q2 2026 in Review

Stokes Family Office reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q2 2026, selling an estimated $840K and leaving 54,081 shares worth $2.74M. The position accounts for 0.32% of the portfolio, ranked #80.

Stokes Family Office first reported a position in VTEB in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.65M in Q3 2023. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Stokes Family Office held 54,081 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.74M as of Q2 2026.
Stokes Family Office sold 16,711 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $840K.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Stokes Family Office's portfolio in Q2 2026, its #80 holding.
Stokes Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 21 quarters since.
Stokes Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.65M in Q3 2023.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.