Watchman Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Watchman Group’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	–	Sell	-16,168	Closed	-$813K	–	77
2025 Q4	$813K	Sell	16,168 -25,018	-61%	-$1.26M	0.19%	52
2025 Q3	$2.06M	Buy	41,186 +1,032	+3%	+$50.7K	0.5%	47
2025 Q2	$1.97M	Hold	40,154	–	–	0.51%	44
2025 Q1	$1.99M	Sell	40,154 -7,305	-15%	-$365K	0.56%	47
2024 Q4	$2.38M	Sell	47,459 -828	-2%	-$41.9K	0.62%	46
2024 Q3	$2.47M	Sell	48,287 -2,725	-5%	-$138K	0.64%	47
2024 Q2	$2.56M	Sell	51,012 -15,984	-24%	-$800K	0.82%	46
2024 Q1	$3.39M	Sell	66,996 -36,189	-35%	-$1.83M	1.02%	42
2023 Q4	$5.27M	Buy	103,185 +802	+0.8%	+$39.3K	1.74%	12
2023 Q3	$4.92M	Buy	102,383 +1,447	+1%	+$71.7K	2.09%	6
2023 Q2	$5.07M	Buy	+100,936	New	+$5.07M	2.51%	7

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

Watchman Group's VTEB Position: Q1 2026 in Review

Watchman Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 16,168 shares — an estimated $813K sold.

Watchman Group first reported a position in VTEB in Q2 2023 and held it in 11 quarters. The position peaked at $5.27M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Watchman Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Watchman Group sold 16,168 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $813K.
Watchman Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 11 quarters.
Watchman Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.27M in Q4 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.