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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Place Investors's VTEB Position: Q1 2026 in Review

Sutton Place Investors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 7,919 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #90.

Sutton Place Investors first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $553K in Q1 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Sutton Place Investors held 7,919 shares of Vanguard Tax-Exempt Bond Index Fund worth $395K as of Q1 2026.
Sutton Place Investors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Sutton Place Investors's portfolio in Q1 2026, its #90 holding.
Sutton Place Investors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
Sutton Place Investors's Vanguard Tax-Exempt Bond Index Fund position peaked at $553K in Q1 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.