Symmetry Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Symmetry Partners’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	$628K	Buy	12,425 +1,670	+16%	+$83.9K	0.03%	109
2026 Q1	$537K	Buy	10,755 +1,204	+13%	+$60.8K	0.03%	99
2025 Q4	$480K	Buy	+9,551	New	+$481K	0.03%	101
2024 Q3	–	Sell	-72,762	Closed	-$3.65M	–	498
2024 Q2	$3.65M	Sell	72,762 -2,300	-3%	-$115K	0.19%	58
2024 Q1	$3.8M	Sell	75,062 -3,819	-5%	-$194K	0.3%	52
2023 Q4	$4.03M	Sell	78,881 -2,816	-3%	-$138K	0.22%	57
2023 Q3	$3.93M	Sell	81,697 -2,653	-3%	-$131K	0.21%	62
2023 Q2	$4.24M	Buy	84,350 +2,450	+3%	+$123K	0.22%	60
2023 Q1	$4.15M	Hold	81,900	–	–	0.23%	59
2022 Q4	$4.05M	Sell	81,900 -7,802	-9%	-$381K	0.24%	56
2022 Q3	$4.32M	Hold	89,702	–	–	0.29%	52
2022 Q2	$4.48M	Buy	89,702 +7,031	+9%	+$352K	0.3%	46
2022 Q1	$4.26M	Buy	82,671 +5,275	+7%	+$281K	0.27%	50
2021 Q4	$4.25M	Hold	77,396	–	–	0.27%	49
2021 Q3	$4.23M	Buy	77,396 +13,250	+21%	+$733K	0.28%	51
2021 Q2	$3.55M	Buy	64,146 +4,557	+8%	+$251K	0.24%	67
2021 Q1	$3.26M	Buy	+59,589	New	+$3.27M	0.23%	67

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Symmetry Partners's VTEB Position: Q2 2026 in Review

Symmetry Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $83.9K and bringing the position to 12,425 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #109.

Symmetry Partners first reported a position in VTEB in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.48M in Q2 2022. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Symmetry Partners held 12,425 shares of Vanguard Tax-Exempt Bond Index Fund worth $628K as of Q2 2026.
Symmetry Partners bought 1,670 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $83.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #109 holding.
Symmetry Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 17 quarters since.
Symmetry Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.48M in Q2 2022.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.