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VTEB icon

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

Bear Mountain 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 		$4.66M Sell
92,578
-4,496
-5% -$226K 1.35% 15
2026
Q1 		$4.9M Sell
97,074
-5,474
-5% -$276K 1.47% 14
2025
Q4 		$5.19M Buy
102,548
+82,764
+418% +$4.16M 1.68% 14
2025
Q3 		$1M Buy
19,784
+71
+0.4% +$3.49K 0.34% 29
2025
Q2 		$956K Hold
19,713
– – 0.34% 30
2025
Q1 		$966K Buy
19,713
+18,216
+1,217% +$911K 0.37% 30
2024
Q4 		$74.7K Sell
1,497
-9,006
-86% -$455K 0.03% 51
2024
Q3 		$533K Sell
10,503
-1,493
-12% -$75.7K 0.21% 34
2024
Q2 		$606K Hold
11,996
– – 0.25% 32
2024
Q1 		$599K Sell
11,996
-432
-3% -$21.9K 0.26% 32
2023
Q4 		$632K Buy
+12,428
New +$609K 0.27% 33

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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Bear Mountain Capital's VTEB Position: Q2 2026 in Review

Bear Mountain Capital reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.6% in Q2 2026, selling an estimated $226K and leaving 92,578 shares worth $4.66M. The position accounts for 1.35% of the portfolio, ranked #15.

Bear Mountain Capital first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.19M in Q4 2025. 663 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Bear Mountain Capital held 92,578 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.66M as of Q2 2026.
  • Bear Mountain Capital sold 4,496 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $226K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.35% of Bear Mountain Capital's portfolio in Q2 2026, its #15 holding.
  • Bear Mountain Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.19M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.