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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
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
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

Stokes Family Office's VTEB Position: Q1 2026 in Review

Stokes Family Office reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q1 2026, selling an estimated $1.92M and leaving 70,792 shares worth $3.53M. The position accounts for 0.36% of the portfolio, ranked #71.

Stokes Family Office first reported a position in VTEB in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.65M in Q3 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Stokes Family Office held 70,792 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.53M as of Q1 2026.
  • Stokes Family Office sold 38,074 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.92M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.36% of Stokes Family Office's portfolio in Q1 2026, its #71 holding.
  • Stokes Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 20 quarters since.
  • Stokes Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.65M in Q3 2023.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.