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

Verus Capital 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 Q1	$333K	Sell	6,670 -52	-0.8%	-$2.63K	0.02%	335
2025 Q4	$338K	Buy	6,722 +128	+2%	+$6.44K	0.02%	339
2025 Q3	$330K	Buy	6,594 +178	+3%	+$8.75K	0.03%	308
2025 Q2	$315K	Buy	6,416 +92	+1%	+$4.49K	0.03%	285
2025 Q1	$314K	Buy	+6,324	New	+$316K	0.03%	272
2020 Q1	$19K	Sell	355 -561	-61%	-$30K	0.01%	825
2019 Q4	$49K	Buy	+916	New	+$49K	0.02%	613

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

Verus Capital Partners's VTEB Position: Q1 2026 in Review

Verus Capital Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.77% in Q1 2026, selling an estimated $2.63K and leaving 6,670 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #335.

Verus Capital Partners first reported a position in VTEB in Q4 2019 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Verus Capital Partners held 6,670 shares of Vanguard Tax-Exempt Bond Index Fund worth $333K as of Q1 2026.
Verus Capital Partners sold 52 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.63K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #335 holding.
Verus Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 7 quarters since.
Verus Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $338K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.