Belleair Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Belleair Asset Management’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	$222K	Buy	+4,390	New	+$221K	0.19%	82

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Belleair Asset Management's VTEB Position: Q2 2026 in Review

Belleair Asset Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,390 shares worth $222K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings.

922 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Belleair Asset Management held 4,390 shares of Vanguard Tax-Exempt Bond Index Fund worth $222K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Belleair Asset Management position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Belleair Asset Management's portfolio in Q2 2026, its #82 holding.
922 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.