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VTEB icon

Apeiron RIA’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Apeiron RIA’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 		$1.05M Sell
20,672
-20,029
-49% -$1.01M 0.27% 59
2026
Q1 		$2.03M Buy
40,701
+606
+2% +$30.6K 0.47% 47
2025
Q4 		$2.02M Buy
40,095
+5,171
+15% +$260K 0.41% 52
2025
Q3 		$1.75M Buy
34,924
+7,126
+26% +$350K 0.39% 61
2025
Q2 		$1.36M Buy
27,798
+7,553
+37% +$369K 0.35% 65
2025
Q1 		$1M Sell
20,245
-4,709
-19% -$236K 0.3% 72
2024
Q4 		$1.25M Buy
24,954
+8,744
+54% +$442K 0.35% 62
2024
Q3 		$829K Buy
16,210
+96
+0.6% +$4.87K 0.24% 73
2024
Q2 		$807K Buy
16,114
+74
+0.5% +$3.7K 0.25% 73
2024
Q1 		$812K Buy
16,040
+142
+0.9% +$7.2K 0.24% 74
2023
Q4 		$812K Buy
15,898
+1,042
+7% +$51.1K 0.25% 71
2023
Q3 		$715K Buy
14,856
+44
+0.3% +$2.18K 0.24% 70
2023
Q2 		$744K Sell
14,812
-360
-2% -$18.1K 0.25% 68
2023
Q1 		$769K Buy
15,172
+12
+0.1% +$602 0.26% 68
2022
Q4 		$750K Buy
15,160
+4,433
+41% +$217K 0.29% 66
2022
Q3 		$521K Sell
10,727
-6,718
-39% -$336K 0.24% 78
2022
Q2 		$3.07K Buy
17,445
+12,257
+236% +$614K 0.86% 11
2022
Q1 		$265K Sell
5,188
-5,936
-53% -$316K 0.13% 125
2021
Q4 		$611K Buy
+11,124
New +$610K 0.25% 79

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Apeiron RIA's VTEB Position: Q2 2026 in Review

Apeiron RIA reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 49% in Q2 2026, selling an estimated $1.01M and leaving 20,672 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #59.

Apeiron RIA first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q1 2026. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Apeiron RIA held 20,672 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.05M as of Q2 2026.
  • Apeiron RIA sold 20,029 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.01M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Apeiron RIA's portfolio in Q2 2026, its #59 holding.
  • Apeiron RIA first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.03M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.