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

Brookstone 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	$32M	Buy	633,143 +71,466	+13%	+$3.59M	0.32%	82
2026 Q1	$28M	Buy	561,677 +54,933	+11%	+$2.77M	0.32%	84
2025 Q4	$25.5M	Buy	506,744 +51,388	+11%	+$2.59M	0.29%	85
2025 Q3	$22.8M	Buy	455,356 +83,718	+23%	+$4.11M	0.27%	91
2025 Q2	$18.2M	Buy	371,638 +20,383	+6%	+$996K	0.24%	98
2025 Q1	$17.4M	Buy	351,255 +37,667	+12%	+$1.88M	0.25%	100
2024 Q4	$15.7M	Buy	313,588 +5,957	+2%	+$301K	0.23%	105
2024 Q3	$15.7M	Buy	307,631 +21,963	+8%	+$1.11M	0.23%	106
2024 Q2	$14.4M	Sell	285,668 -13,415	-4%	-$671K	0.24%	103
2024 Q1	$15.1M	Buy	299,083 +25,724	+9%	+$1.3M	0.27%	87
2023 Q4	$14M	Buy	273,359 +20,013	+8%	+$981K	0.27%	100
2023 Q3	$12M	Buy	253,346 +8,083	+3%	+$400K	0.26%	107
2023 Q2	$12.2M	Buy	245,263 +19,953	+9%	+$1M	0.25%	115
2023 Q1	$11.4M	Buy	225,310 +31,291	+16%	+$1.57M	0.22%	125
2022 Q4	$9.71M	Buy	194,019 +38,512	+25%	+$1.88M	0.2%	129
2022 Q3	$7.55M	Buy	155,507 +16,456	+12%	+$823K	0.17%	136
2022 Q2	$6.98M	Buy	139,051 +57,234	+70%	+$2.87M	0.15%	143
2022 Q1	$4.17M	Buy	81,817 +43,496	+114%	+$2.32M	0.08%	211
2021 Q4	$2.09M	Sell	38,321 -2,099	-5%	-$115K	0.04%	260
2021 Q3	$2.21M	Buy	40,420 +18,791	+87%	+$1.04M	0.04%	257
2021 Q2	$1.2M	Buy	21,629 +15,485	+252%	+$853K	0.02%	342
2021 Q1	$336K	Sell	6,144 -2,085	-25%	-$115K	0.01%	385
2020 Q4	$454K	Sell	8,229 -4,091	-33%	-$223K	0.02%	336
2020 Q3	$671K	Hold	12,320	–	–	0.03%	239
2020 Q2	$667K	Hold	12,320	–	–	0.04%	204
2020 Q1	$652K	Hold	12,320	–	–	0.04%	186
2019 Q4	$660K	Hold	12,320	–	–	0.03%	244
2019 Q3	$661K	Buy	+12,320	New	+$660K	0.04%	232

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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 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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Brookstone Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q2 2026, buying an estimated $3.59M and bringing the position to 633,143 shares worth $32M. The position accounts for 0.32% of the portfolio, ranked #82.

Brookstone Capital Management first reported a position in VTEB in Q3 2019 and has held it in 28 quarters since. 422 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Brookstone Capital Management held 633,143 shares of Vanguard Tax-Exempt Bond Index Fund worth $32M as of Q2 2026.
Brookstone Capital Management bought 71,466 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.59M.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Brookstone Capital Management's portfolio in Q2 2026, its #82 holding.
Brookstone Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 28 quarters since.
422 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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