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

Washington Trust’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 Q2	–	Sell	-300	Closed	-$14.9K	–	717
2025 Q1	$14.9K	Hold	300	–	–	﹤0.01%	556
2024 Q4	$15K	Sell	300 -12,000	-98%	-$607K	﹤0.01%	623
2024 Q3	$629K	Hold	12,300	–	–	0.02%	188
2024 Q2	$616K	Hold	12,300	–	–	0.02%	186
2024 Q1	$622K	Hold	12,300	–	–	0.02%	182
2023 Q4	$628K	Hold	12,300	–	–	0.02%	179
2023 Q3	$592K	Hold	12,300	–	–	0.03%	163
2023 Q2	$618K	Sell	12,300 -25	-0.2%	-$1.26K	0.03%	166
2023 Q1	$624K	Hold	12,325	–	–	0.03%	165
2022 Q4	$610K	Hold	12,325	–	–	0.03%	168
2022 Q3	$594K	Hold	12,325	–	–	0.03%	156
2022 Q2	$615K	Buy	12,325 +1,000	+9%	+$50.1K	0.03%	159
2022 Q1	$584K	Buy	11,325 +11,000	+3,385%	+$585K	0.02%	169
2021 Q4	$18K	Sell	325 -322,997	-100%	-$17.7M	﹤0.01%	605
2021 Q3	$17.7M	Buy	323,322 +10,377	+3%	+$574K	0.5%	63
2021 Q2	$17.3M	Buy	312,945 +600	+0.2%	+$33.1K	0.49%	66
2021 Q1	$17.1M	Buy	312,345 +23,290	+8%	+$1.28M	0.52%	60
2020 Q4	$16M	Buy	+289,055	New	+$15.8M	0.52%	64

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Washington Trust's VTEB Position: Q2 2025 in Review

Washington Trust sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 300 shares — an estimated $14.9K sold.

Washington Trust first reported a position in VTEB in Q4 2020 and held it in 18 quarters. The position peaked at $17.7M in Q3 2021. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Washington Trust reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 300 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $14.9K.
Washington Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 18 quarters.
Washington Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $17.7M in Q3 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.