Canopy Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Canopy Partners’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	$1.09M	Sell	21,487 -1,985	-8%	-$99.7K	0.33%	62
2026 Q1	$1.17M	Sell	23,472 -421	-2%	-$21.3K	0.4%	51
2025 Q4	$1.2M	Sell	23,893 -1,138	-5%	-$57.3K	0.39%	52
2025 Q3	$1.25M	Sell	25,031 -6,804	-21%	-$334K	0.42%	51
2025 Q2	$1.56M	Sell	31,835 -19,825	-38%	-$968K	0.57%	38
2025 Q1	$2.56M	Sell	51,660 -4,771	-8%	-$239K	1%	25
2024 Q4	$2.83M	Sell	56,431 -203	-0.4%	-$10.3K	1.08%	21
2024 Q3	$2.9M	Buy	56,634 +20,960	+59%	+$1.06M	1.25%	16
2024 Q2	$1.79M	Sell	35,674 -442	-1%	-$22.1K	0.83%	23
2024 Q1	$1.83M	Buy	36,116 +6,025	+20%	+$305K	0.89%	23
2023 Q4	$1.54M	Buy	+30,091	New	+$1.48M	0.94%	23

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

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

Canopy Partners's VTEB Position: Q2 2026 in Review

Canopy Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.5% in Q2 2026, selling an estimated $99.7K and leaving 21,487 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #62.

Canopy Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q3 2024. 476 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Canopy Partners held 21,487 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.09M as of Q2 2026.
Canopy Partners sold 1,985 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $99.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.33% of Canopy Partners's portfolio in Q2 2026, its #62 holding.
Canopy Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.9M in Q3 2024.
476 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.