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Stonebridge Financial Group (Pennsylvania)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$14.8M Sell
292,859
-7,101
-2% -$357K 1.12% 25
2026
Q1 		$15M Sell
299,960
-6,698
-2% -$338K 1.23% 21
2025
Q4 		$15.4M Sell
306,658
-1,284
-0.4% -$64.6K 1.32% 18
2025
Q3 		$15.4M Sell
307,942
-5,360
-2% -$263K 1.36% 21
2025
Q2 		$15.4M Buy
313,302
+1,491
+0.5% +$72.8K 1.49% 17
2025
Q1 		$15.5M Buy
311,811
+8,759
+3% +$438K 1.65% 15
2024
Q4 		$15.2M Buy
+303,052
New +$15.3M 1.67% 15

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VTEB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q2 2026, selling an estimated $357K and leaving 292,859 shares worth $14.8M. The position accounts for 1.12% of the portfolio, ranked #25.

Stonebridge Financial Group (Pennsylvania) first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q1 2025. 1,253 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 292,859 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.8M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 7,101 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $357K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.12% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $15.5M in Q1 2025.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.