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Washington Trust Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Washington Trust Advisors’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 		$8.69M Sell
174,138
-4,391
-2% -$222K 0.7% 40
2025
Q4 		$8.98M Buy
178,529
+4,632
+3% +$233K 0.69% 42
2025
Q3 		$8.71M Buy
173,897
+116,502
+203% +$5.73M 0.66% 41
2025
Q2 		$2.81M Buy
57,395
+973
+2% +$47.5K 0.23% 63
2025
Q1 		$2.8M Buy
56,422
+11,004
+24% +$551K 0.25% 64
2024
Q4 		$2.28M Sell
45,418
-7,974
-15% -$403K 0.19% 71
2024
Q3 		$2.73M Sell
53,392
-4,300
-7% -$218K 0.24% 66
2024
Q2 		$2.89M Sell
57,692
-9,000
-13% -$450K 0.27% 61
2024
Q1 		$3.37M Sell
66,692
-1,707
-2% -$86.5K 0.31% 57
2023
Q4 		$3.49M Sell
68,399
-25,755
-27% -$1.26M 0.33% 54
2023
Q3 		$4.53M Hold
94,154
– – 0.46% 51
2023
Q2 		$4.73M Sell
94,154
-3,035
-3% -$152K 0.46% 51
2023
Q1 		$4.92M Sell
97,189
-8,751
-8% -$439K 0.5% 51
2022
Q4 		$5.24M Sell
105,940
-174,778
-62% -$8.54M 0.57% 48
2022
Q3 		$13.5M Sell
280,718
-17,257
-6% -$863K 1.27% 28
2022
Q2 		$14.9M Sell
297,975
-24,576
-8% -$1.23M 1.31% 28
2022
Q1 		$16.6M Sell
322,551
-13,175
-4% -$701K 1.18% 30
2021
Q4 		$18.4M Buy
+335,726
New +$18.4M 1.25% 29

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Washington Trust Advisors's VTEB Position: Q1 2026 in Review

Washington Trust Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.5% in Q1 2026, selling an estimated $222K and leaving 174,138 shares worth $8.69M. The position accounts for 0.7% of the portfolio, ranked #40.

Washington Trust Advisors first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.4M in Q4 2021. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Washington Trust Advisors held 174,138 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.69M as of Q1 2026.
  • Washington Trust Advisors sold 4,391 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $222K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.7% of Washington Trust Advisors's portfolio in Q1 2026, its #40 holding.
  • Washington Trust Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.4M in Q4 2021.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.