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BridgePort Financial Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-13,883
Closed -$693K – 256
2026
Q1 		$693K Sell
13,883
-3,000
-18% -$151K 0.2% 98
2025
Q4 		$849K Sell
16,883
-2,660
-14% -$134K 0.23% 85
2025
Q3 		$979K Buy
19,543
+5,692
+41% +$280K 0.26% 77
2025
Q2 		$679K Buy
+13,851
New +$677K 0.23% 89

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
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

BridgePort Financial Solutions's VTEB Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 13,883 shares — an estimated $693K sold.

BridgePort Financial Solutions first reported a position in VTEB in Q2 2025 and held it in 4 quarters. The position peaked at $979K in Q3 2025. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • BridgePort Financial Solutions reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 13,883 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $693K.
  • BridgePort Financial Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and held it in 4 quarters.
  • BridgePort Financial Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $979K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.