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VTEB icon

Apella Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Apella Capital’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 		$25.4M Buy
504,194
+26,249
+5% +$1.32M 0.36% 63
2026
Q1 		$24.1M Buy
477,945
+43,681
+10% +$2.21M 0.36% 64
2025
Q4 		$21.8M Buy
434,264
+44,649
+11% +$2.25M 0.43% 54
2025
Q3 		$19.7M Buy
389,615
+23,743
+6% +$1.17M 0.44% 54
2025
Q2 		$17.9M Buy
365,872
+28,032
+8% +$1.37M 0.49% 47
2025
Q1 		$16.4M Buy
337,840
+37,789
+13% +$1.89M 0.56% 40
2024
Q4 		$15M Sell
300,051
-1,593
-0.5% -$80.5K 0.58% 38
2024
Q3 		$15.4M Buy
301,644
+7,665
+3% +$388K 0.63% 34
2024
Q2 		$14.8M Sell
293,979
-5,823
-2% -$291K 0.66% 34
2024
Q1 		$15M Sell
299,802
-4,073
-1% -$206K 0.76% 31
2023
Q4 		$15.5M Buy
303,875
+92,132
+44% +$4.52M 0.86% 31
2023
Q3 		$10.2M Buy
211,743
+5,058
+2% +$251K 0.72% 36
2023
Q2 		$10.4M Buy
+206,685
New +$10.4M 0.74% 35
2022
Q4 		$8.5M Buy
171,742
+77,350
+82% +$3.78M 0.77% 33
2022
Q3 		$4.54M Buy
94,392
+11,362
+14% +$568K 0.53% 43
2022
Q2 		$4.14M Sell
83,030
-39,928
-32% -$2M 0.49% 43
2022
Q1 		$6.34M Buy
122,958
+35,349
+40% +$1.88M 0.89% 31
2021
Q4 		$4.81M Buy
87,609
+21,794
+33% +$1.19M 0.61% 36
2021
Q3 		$3.6M Buy
65,815
+54
+0.1% +$2.99K 0.52% 42
2021
Q2 		$3.64M Buy
65,761
+15,806
+32% +$871K 0.6% 41
2021
Q1 		$2.73M Buy
49,955
+4,073
+9% +$224K 0.86% 31
2020
Q4 		$2.53M Buy
45,882
+2,763
+6% +$151K 0.89% 27
2020
Q3 		$2.35M Buy
43,119
+562
+1% +$30.7K 0.94% 27
2020
Q2 		$2.3M Buy
42,557
+3,251
+8% +$173K 1.07% 25
2020
Q1 		$2.08M Buy
+39,306
New +$2.1M 1.21% 19

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Apella Capital's VTEB Position: Q2 2026 in Review

Apella Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q2 2026, buying an estimated $1.32M and bringing the position to 504,194 shares worth $25.4M. The position accounts for 0.36% of the portfolio, ranked #63.

Apella Capital first reported a position in VTEB in Q1 2020 and has held it in 25 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Apella Capital held 504,194 shares of Vanguard Tax-Exempt Bond Index Fund worth $25.4M as of Q2 2026.
  • Apella Capital bought 26,249 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.32M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.36% of Apella Capital's portfolio in Q2 2026, its #63 holding.
  • Apella Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 25 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.