Vestmark Advisory Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vestmark Advisory Solutions’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	$4.01M	Buy	79,213 +36,977	+88%	+$1.86M	0.04%	458
2026 Q1	$2.11M	Sell	42,236 -5,245	-11%	-$265K	0.02%	607
2025 Q4	$2.39M	Buy	47,481 +15,540	+49%	+$782K	0.03%	519
2025 Q3	$1.6M	Buy	31,941 +26,512	+488%	+$1.3M	0.03%	451
2025 Q2	$266K	Buy	+5,429	New	+$265K	﹤0.01%	716

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

Vestmark Advisory Solutions's VTEB Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 88% in Q2 2026, buying an estimated $1.86M and bringing the position to 79,213 shares worth $4.01M. The position accounts for 0.04% of the portfolio, ranked #458.

Vestmark Advisory Solutions first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Vestmark Advisory Solutions held 79,213 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.01M as of Q2 2026.
Vestmark Advisory Solutions bought 36,977 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.86M.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #458 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.