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

Bryn Mawr 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	$1.35M	Buy	26,652 +346	+1%	+$17.4K	0.06%	194
2026 Q1	$1.31M	Sell	26,306 -13,926	-35%	-$703K	0.06%	191
2025 Q4	$2.02M	Hold	40,232	–	–	0.1%	150
2025 Q3	$2.01M	Hold	40,232	–	–	0.1%	148
2025 Q2	$1.97M	Buy	40,232 +896	+2%	+$43.8K	0.11%	150
2025 Q1	$1.95M	Buy	39,336 +3,755	+11%	+$188K	0.12%	141
2024 Q4	$1.78M	Buy	35,581 +4	+0%	+$202	0.1%	168
2024 Q3	$1.82M	Sell	35,577 -6,000	-14%	-$304K	0.1%	165
2024 Q2	$2.08M	Hold	41,577	–	–	0.11%	148
2024 Q1	$2.1M	Buy	41,577 +3,000	+8%	+$152K	0.12%	144
2023 Q4	$1.97M	Sell	38,577 -11,688	-23%	-$573K	0.12%	149
2023 Q3	$2.42M	Sell	50,265 -12,000	-19%	-$594K	0.16%	127
2023 Q2	$3.13M	Buy	62,265 +115	+0.2%	+$5.78K	0.29%	82
2023 Q1	$3.15M	Hold	62,150	–	–	0.33%	75
2022 Q4	$3.08M	Buy	+62,150	New	+$3.04M	0.33%	76

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bryn Mawr Capital Management's VTEB Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 26,652 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #194.

Bryn Mawr Capital Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Bryn Mawr Capital Management held 26,652 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.35M as of Q2 2026.
Bryn Mawr Capital Management bought 346 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $17.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #194 holding.
Bryn Mawr Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Bryn Mawr Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.15M in Q1 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.