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Sutton Place Investors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sutton Place Investors’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 		$344K Sell
6,797
-1,122
-14% -$56.4K 0.17% 107
2026
Q1 		$395K Hold
7,919
– – 0.22% 90
2025
Q4 		$398K Sell
7,919
-176
-2% -$8.86K 0.22% 87
2025
Q3 		$405K Sell
8,095
-19
-0.2% -$934 0.23% 85
2025
Q2 		$398K Sell
8,114
-2,612
-24% -$128K 0.24% 79
2025
Q1 		$532K Buy
10,726
+945
+10% +$47.3K 0.36% 62
2024
Q4 		$490K Buy
9,781
+163
+2% +$8.24K 0.28% 75
2024
Q3 		$492K Sell
9,618
-10
-0.1% -$507 0.3% 76
2024
Q2 		$482K Sell
9,628
-1,309
-12% -$65.5K 0.32% 70
2024
Q1 		$553K Buy
10,937
+6,862
+168% +$348K 0.27% 100
2023
Q4 		$208K Buy
+4,075
New +$200K 0.15% 116

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

Sutton Place Investors's VTEB Position: Q2 2026 in Review

Sutton Place Investors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, selling an estimated $56.4K and leaving 6,797 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #107.

Sutton Place Investors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q1 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sutton Place Investors held 6,797 shares of Vanguard Tax-Exempt Bond Index Fund worth $344K as of Q2 2026.
  • Sutton Place Investors sold 1,122 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $56.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Sutton Place Investors's portfolio in Q2 2026, its #107 holding.
  • Sutton Place Investors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Sutton Place Investors's Vanguard Tax-Exempt Bond Index Fund position peaked at $553K in Q1 2024.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.