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Baker Boyer National Bank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Baker Boyer National Bank’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 		$60.4M Buy
1,194,965
+22,763
+2% +$1.14M 16.6% 3
2026
Q1 		$58.5M Buy
1,172,202
+9,431
+0.8% +$476K 17.57% 3
2025
Q4 		$58.5M Buy
1,162,771
+3,557
+0.3% +$179K 17.65% 2
2025
Q3 		$58M Sell
1,159,214
-92,294
-7% -$4.54M 19.28% 2
2025
Q2 		$61.4M Buy
1,251,508
+90,882
+8% +$4.44M 21.16% 2
2025
Q1 		$57.6M Sell
1,160,626
-101,413
-8% -$5.07M 21.24% 2
2024
Q4 		$63.3M Buy
1,262,039
+29,385
+2% +$1.49M 21.86% 1
2024
Q3 		$63M Sell
1,232,654
-19,934
-2% -$1.01M 21.15% 1
2024
Q2 		$62.8M Buy
1,252,588
+59,382
+5% +$2.97M 21.93% 1
2024
Q1 		$60.4M Sell
1,193,206
-111
-0% -$5.63K 20.79% 1
2023
Q4 		$60.9M Buy
1,193,317
+82,084
+7% +$4.02M 22.38% 1
2023
Q3 		$53.4M Sell
1,111,233
-3,233
-0.3% -$160K 21.73% 1
2023
Q2 		$56M Buy
1,114,466
+59,892
+6% +$3.01M 20.69% 1
2023
Q1 		$53.4M Buy
1,054,574
+95,672
+10% +$4.8M 20.58% 1
2022
Q4 		$47.5M Buy
958,902
+61,514
+7% +$3.01M 19.92% 1
2022
Q3 		$43.2M Buy
897,388
+768,724
+597% +$38.4M 19.17% 1
2022
Q2 		$6.42M Buy
128,664
+52,878
+70% +$2.65M 3.26% 6
2022
Q1 		$3.91M Buy
75,786
+5,920
+8% +$315K 1.88% 10
2021
Q4 		$3.84M Buy
+69,866
New +$3.83M 1.76% 8
2021
Q2 		$6.42M Buy
+128,664
New +$7.09M 3.26% 6

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

Baker Boyer National Bank's VTEB Position: Q2 2026 in Review

Baker Boyer National Bank increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.9% in Q2 2026, buying an estimated $1.14M and bringing the position to 1,194,965 shares worth $60.4M. The position accounts for 16.6% of the portfolio, ranked #3.

Baker Boyer National Bank first reported a position in VTEB in Q2 2021 and has held it in 20 quarters since. The position peaked at $63.3M in Q4 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Baker Boyer National Bank held 1,194,965 shares of Vanguard Tax-Exempt Bond Index Fund worth $60.4M as of Q2 2026.
  • Baker Boyer National Bank bought 22,763 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.14M.
  • Vanguard Tax-Exempt Bond Index Fund made up 16.6% of Baker Boyer National Bank's portfolio in Q2 2026, its #3 holding.
  • Baker Boyer National Bank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 20 quarters since.
  • Baker Boyer National Bank's Vanguard Tax-Exempt Bond Index Fund position peaked at $63.3M in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.