Towneley Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Towneley Capital Management’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	$17.3M	Buy	347,016 +17,093	+5%	+$863K	3.62%	9
2025 Q4	$16.6M	Sell	329,923 -1,324	-0.4%	-$66.6K	3.5%	9
2025 Q3	$16.6M	Buy	331,247 +2,270	+0.7%	+$112K	3.6%	9
2025 Q2	$16.1M	Buy	328,977 +11,387	+4%	+$556K	3.7%	9
2025 Q1	$15.8M	Buy	317,590 +22,050	+7%	+$1.1M	3.69%	10
2024 Q4	$14.8M	Buy	295,540 +178,004	+151%	+$9M	3.52%	11
2024 Q3	$6.01M	Buy	117,536 +6,220	+6%	+$315K	1.36%	15
2024 Q2	$5.58M	Buy	111,316 +12,061	+12%	+$603K	1.31%	15
2024 Q1	$5.02M	Sell	99,255 -1,110	-1%	-$56.3K	1.24%	17
2023 Q4	$5.12M	Buy	+100,365	New	+$4.92M	1.31%	17

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

Towneley Capital Management's VTEB Position: Q1 2026 in Review

Towneley Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.2% in Q1 2026, buying an estimated $863K and bringing the position to 347,016 shares worth $17.3M. The position accounts for 3.62% of the portfolio, ranked #9.

Towneley Capital Management first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Towneley Capital Management held 347,016 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.3M as of Q1 2026.
Towneley Capital Management bought 17,093 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $863K.
Vanguard Tax-Exempt Bond Index Fund made up 3.62% of Towneley Capital Management's portfolio in Q1 2026, its #9 holding.
Towneley Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.