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Agate Pass Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Agate Pass Investment Management’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 		$1.72M Buy
33,989
+8,191
+32% +$412K 0.63% 48
2026
Q1 		$1.29M Buy
25,798
+12,720
+97% +$642K 0.5% 54
2025
Q4 		$658K Buy
13,078
+4,248
+48% +$214K 0.24% 79
2025
Q3 		$442K Buy
8,830
+23
+0.3% +$1.13K 0.17% 87
2025
Q2 		$432K Sell
8,807
-461
-5% -$22.5K 0.18% 88
2025
Q1 		$460K Sell
9,268
-2,209
-19% -$111K 0.2% 89
2024
Q4 		$575K Sell
11,477
-1,421
-11% -$71.8K 0.26% 83
2024
Q3 		$659K Buy
12,898
+1,242
+11% +$62.9K 0.33% 66
2024
Q2 		$584K Buy
11,656
+372
+3% +$18.6K 0.31% 70
2024
Q1 		$571K Buy
11,284
+614
+6% +$31.1K 0.31% 70
2023
Q4 		$545K Buy
10,670
+2,304
+28% +$113K 0.32% 70
2023
Q3 		$402K Buy
8,366
+13
+0.2% +$644 0.27% 67
2023
Q2 		$419K Sell
8,353
-794
-9% -$39.9K 0.25% 72
2023
Q1 		$463K Buy
9,147
+177
+2% +$8.88K 0.3% 74
2022
Q4 		$444K Sell
8,970
-7,098
-44% -$347K 0.31% 73
2022
Q3 		$774K Sell
16,068
-36,396
-69% -$1.82M 0.59% 45
2022
Q2 		$2.62M Sell
52,464
-9,820
-16% -$492K 1.84% 14
2022
Q1 		$3.21M Buy
62,284
+13,269
+27% +$706K 2% 13
2021
Q4 		$2.69M Buy
+49,015
New +$2.69M 1.67% 15

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Agate Pass Investment Management's VTEB Position: Q2 2026 in Review

Agate Pass Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2026, buying an estimated $412K and bringing the position to 33,989 shares worth $1.72M. The position accounts for 0.63% of the portfolio, ranked #48.

Agate Pass Investment Management first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2022. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Agate Pass Investment Management held 33,989 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.72M as of Q2 2026.
  • Agate Pass Investment Management bought 8,191 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $412K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.63% of Agate Pass Investment Management's portfolio in Q2 2026, its #48 holding.
  • Agate Pass Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.21M in Q1 2022.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.