BAM
VTEB icon

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

Belpointe 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 		$319K Sell
6,305
-7,582
-55% -$381K 0.01% 877
2026
Q1 		$693K Sell
13,887
-8,188
-37% -$413K 0.03% 584
2025
Q4 		$1.11M Sell
22,075
-2,322
-10% -$117K 0.04% 390
2025
Q3 		$1.22M Sell
24,397
-11,592
-32% -$570K 0.05% 342
2025
Q2 		$1.76M Buy
35,989
+11,354
+46% +$555K 0.07% 224
2025
Q1 		$1.22M Buy
24,635
+2,782
+13% +$139K 0.06% 287
2024
Q4 		$1.11M Sell
21,853
-361
-2% -$18.3K 0.07% 282
2024
Q3 		$1.14M Buy
22,214
+1,809
+9% +$91.7K 0.07% 280
2024
Q2 		$1.02M Sell
20,405
-1,687
-8% -$84.4K 0.07% 268
2024
Q1 		$1.12M Buy
22,092
+2,382
+12% +$121K 0.08% 234
2023
Q4 		$1.01M Buy
19,710
+7,382
+60% +$362K 0.09% 215
2023
Q3 		$593K Buy
12,328
+3,300
+37% +$163K 0.06% 293
2023
Q2 		$453K Sell
9,028
-10,357
-53% -$520K 0.05% 333
2023
Q1 		$982K Buy
19,385
+1,361
+8% +$68.3K 0.05% 336
2022
Q4 		$892K Buy
18,024
+6,970
+63% +$341K 0.05% 351
2022
Q3 		$532K Buy
11,054
+350
+3% +$17.5K 0.04% 484
2022
Q2 		$534K Sell
10,704
-148
-1% -$7.42K 0.04% 463
2022
Q1 		$560K Sell
10,852
-1,571
-13% -$83.6K 0.03% 506
2021
Q4 		$683K Buy
12,423
+869
+8% +$47.6K 0.04% 428
2021
Q3 		$632K Buy
11,554
+1,386
+14% +$76.6K 0.04% 439
2021
Q2 		$562K Sell
10,168
-427
-4% -$23.5K 0.04% 464
2021
Q1 		$579K Buy
10,595
+1,309
+14% +$71.9K 0.05% 387
2020
Q4 		$512K Buy
9,286
+4,033
+77% +$220K 0.05% 398
2020
Q3 		$286K Buy
+5,253
New +$287K 0.03% 453

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

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

Belpointe Asset Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 55% in Q2 2026, selling an estimated $381K and leaving 6,305 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #877.

Belpointe Asset Management first reported a position in VTEB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q2 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Belpointe Asset Management held 6,305 shares of Vanguard Tax-Exempt Bond Index Fund worth $319K as of Q2 2026.
  • Belpointe Asset Management sold 7,582 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $381K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #877 holding.
  • Belpointe Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 24 quarters since.
  • Belpointe Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.76M in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.