Timonier Family Office’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Timonier Family Office’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
2025 Q4	$3.13M	Sell	62,174 -6,499	-9%	-$327K	0.99%	20
2025 Q3	$3.44M	Sell	68,673 -1,341	-2%	-$65.9K	1.13%	20
2025 Q2	$3.43M	Sell	70,014 -873	-1%	-$42.6K	1.28%	20
2025 Q1	$3.52M	Sell	70,887 -1,829	-3%	-$91.5K	1.56%	17
2024 Q4	$3.65M	Buy	+72,716	New	+$3.68M	1.87%	16

Other funds holding VTEB

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

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Timonier Family Office's VTEB Position: Q4 2025 in Review

Timonier Family Office reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.5% in Q4 2025, selling an estimated $327K and leaving 62,174 shares worth $3.13M. The position accounts for 0.99% of the portfolio, ranked #20.

Timonier Family Office first reported a position in VTEB in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.65M in Q4 2024. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Timonier Family Office held 62,174 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.13M as of Q4 2025.
Timonier Family Office sold 6,499 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $327K.
Vanguard Tax-Exempt Bond Index Fund made up 0.99% of Timonier Family Office's portfolio in Q4 2025, its #20 holding.
Timonier Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 5 quarters since.
Timonier Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.65M in Q4 2024.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.