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VTEB icon

Sunbelt Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sunbelt Securities’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 		$8.08K Hold
162
– – ﹤0.01% 1551
2025
Q4 		$8.15K Hold
162
– – ﹤0.01% 1494
2025
Q3 		$8.11K Hold
162
– – ﹤0.01% 1494
2025
Q2 		$8.12K Sell
162
-159
-50% -$7.77K ﹤0.01% 1350
2025
Q1 		$15.9K Buy
321
+159
+98% +$7.96K ﹤0.01% 1174
2024
Q4 		$8.12K Hold
162
– – ﹤0.01% 1353
2024
Q3 		$8.28K Hold
162
– – ﹤0.01% 1335
2024
Q2 		$8.12K Hold
162
– – ﹤0.01% 1302
2024
Q1 		$8.2K Hold
162
– – ﹤0.01% 1276
2023
Q4 		$8.27K Hold
162
– – ﹤0.01% 1212
2023
Q3 		$7.79K Sell
162
-1,853
-92% -$91.8K ﹤0.01% 1216
2023
Q2 		$101K Buy
2,015
+1,853
+1,144% +$93.1K 0.01% 646
2023
Q1 		$8.19K Buy
+162
New +$8.13K ﹤0.01% 1186

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

Sunbelt Securities's VTEB Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 162 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Sunbelt Securities first reported a position in VTEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $101K in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Sunbelt Securities held 162 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.08K as of Q1 2026.
  • Sunbelt Securities left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1551 holding.
  • Sunbelt Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Vanguard Tax-Exempt Bond Index Fund position peaked at $101K in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.