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Allodium Investment Consultants’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Allodium Investment Consultants’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 		$4.23M Sell
83,684
-2,379
-3% -$120K 1.8% 16
2026
Q1 		$4.29M Buy
86,063
+7,571
+10% +$382K 2.06% 13
2025
Q4 		$3.95M Buy
78,492
+3,887
+5% +$196K 2% 14
2025
Q3 		$3.74M Buy
74,605
+17,394
+30% +$855K 2.11% 14
2025
Q2 		$2.81M Buy
57,211
+4,269
+8% +$209K 1.78% 15
2025
Q1 		$2.63M Buy
52,942
+1,196
+2% +$59.8K 1.94% 15
2024
Q4 		$2.59M Buy
+51,746
New +$2.62M 2.17% 14

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Allodium Investment Consultants's VTEB Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q2 2026, selling an estimated $120K and leaving 83,684 shares worth $4.23M. The position accounts for 1.8% of the portfolio, ranked #16.

Allodium Investment Consultants first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29M in Q1 2026. 1,116 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Allodium Investment Consultants held 83,684 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.23M as of Q2 2026.
  • Allodium Investment Consultants sold 2,379 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $120K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.8% of Allodium Investment Consultants's portfolio in Q2 2026, its #16 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Allodium Investment Consultants's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.29M in Q1 2026.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.