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

Blume Capital 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 		$3.27M Hold
64,600
– – 0.48% 57
2026
Q1 		$3.22M Hold
64,600
– – 0.55% 52
2025
Q4 		$3.25M Hold
64,600
– – 0.59% 49
2025
Q3 		$3.23M Sell
64,600
-89,975
-58% -$4.42M 0.61% 48
2025
Q2 		$7.58M Sell
154,575
-21,270
-12% -$1.04M 1.52% 28
2025
Q1 		$8.73M Sell
175,845
-6,300
-3% -$315K 1.95% 21
2024
Q4 		$9.13M Sell
182,145
-22,900
-11% -$1.16M 2.05% 21
2024
Q3 		$10.5M Buy
205,045
+680
+0.3% +$34.5K 2.34% 14
2024
Q2 		$10.2M Sell
204,365
-36,427
-15% -$1.82M 2.47% 11
2024
Q1 		$12.2M Sell
240,792
-1,400
-0.6% -$71K 2.94% 8
2023
Q4 		$12.4M Buy
242,192
+17,550
+8% +$861K 3.23% 6
2023
Q3 		$10.8M Buy
224,642
+83,017
+59% +$4.11M 3.2% 7
2023
Q2 		$7.11M Buy
141,625
+68,700
+94% +$3.45M 2.08% 17
2023
Q1 		$3.69M Buy
72,925
+675
+0.9% +$33.9K 1.17% 34
2022
Q4 		$3.58M Buy
72,250
+44,725
+162% +$2.19M 1.21% 35
2022
Q3 		$1.32M Buy
27,525
+5,450
+25% +$272K 0.5% 43
2022
Q2 		$1.1M Sell
22,075
-4,150
-16% -$208K 0.44% 46
2022
Q1 		$1.35M Buy
26,225
+12,875
+96% +$685K 0.45% 44
2021
Q4 		$733K Sell
13,350
-400
-3% -$21.9K 0.24% 53
2021
Q3 		$753K Hold
13,750
– – 0.28% 51
2021
Q2 		$760K Hold
13,750
– – 0.28% 50
2021
Q1 		$751K Buy
13,750
+3,500
+34% +$192K 0.3% 47
2020
Q4 		$566K Hold
10,250
– – 0.24% 48
2020
Q3 		$558K Hold
10,250
– – 0.28% 43
2020
Q2 		$555K Hold
10,250
– – 0.31% 42
2020
Q1 		$542K Sell
10,250
-11,300
-52% -$605K 0.35% 43
2019
Q4 		$1.15M Hold
21,550
– – 0.56% 40
2019
Q3 		$1.16M Buy
21,550
+5,000
+30% +$268K 0.58% 41
2019
Q2 		$878K Buy
16,550
+1,000
+6% +$52.5K 0.44% 45
2019
Q1 		$811K Sell
15,550
-600
-4% -$30.8K 0.43% 46
2018
Q4 		$824K Sell
16,150
-1,250
-7% -$63K 0.47% 45
2018
Q3 		$879K Buy
17,400
+2,000
+13% +$102K 0.46% 39
2018
Q2 		$785K Buy
15,400
+2,000
+15% +$101K 0.43% 39
2018
Q1 		$680K Hold
13,400
– – 0.38% 40
2017
Q4 		$692K Buy
13,400
+1,500
+13% +$77.5K 0.35% 41
2017
Q3 		$615K Buy
11,900
+400
+3% +$20.7K 0.33% 40
2017
Q2 		$590K Buy
11,500
+500
+5% +$25.6K 0.34% 38
2017
Q1 		$557K Buy
+11,000
New +$554K 0.32% 35

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

Blume Capital Management's VTEB Position: Q2 2026 in Review

Blume Capital Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 64,600 shares worth $3.27M. The position accounts for 0.48% of the portfolio, ranked #57.

Blume Capital Management first reported a position in VTEB in Q1 2017 and has held it in 38 quarters since. The position peaked at $12.4M in Q4 2023. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Blume Capital Management held 64,600 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.27M as of Q2 2026.
  • Blume Capital Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.48% of Blume Capital Management's portfolio in Q2 2026, its #57 holding.
  • Blume Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2017 and has held it in 38 quarters since.
  • Blume Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.4M in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.