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Cardiff Park Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cardiff Park Advisors’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 		$9.21M Sell
182,122
-29,726
-14% -$1.49M 0.71% 29
2026
Q1 		$10.6M Sell
211,848
-40,577
-16% -$2.05M 0.85% 26
2025
Q4 		$12.7M Sell
252,425
-4,672
-2% -$235K 1.04% 18
2025
Q3 		$12.9M Buy
257,097
+74
+0% +$3.64K 0.99% 17
2025
Q2 		$12.6M Sell
257,023
-1,042
-0.4% -$50.9K 1.09% 14
2025
Q1 		$12.8M Sell
258,065
-130
-0.1% -$6.5K 1.23% 13
2024
Q4 		$12.9M Buy
258,195
+5,478
+2% +$277K 1.23% 13
2024
Q3 		$12.9M Sell
252,717
-761
-0.3% -$38.6K 1.16% 13
2024
Q2 		$12.7M Buy
253,478
+593
+0.2% +$29.7K 1.22% 14
2024
Q1 		$12.8M Sell
252,885
-12,301
-5% -$624K 1.21% 15
2023
Q4 		$13.5M Buy
265,186
+17,431
+7% +$855K 1.5% 13
2023
Q3 		$11.9M Sell
247,755
-18,601
-7% -$921K 1.5% 13
2023
Q2 		$13.4M Buy
266,356
+27,577
+12% +$1.39M 1.64% 13
2023
Q1 		$12.1M Sell
238,779
-7,455
-3% -$374K 1.59% 13
2022
Q4 		$12.2M Sell
246,234
-1,438
-0.6% -$70.3K 1.7% 13
2022
Q3 		$11.9M Buy
247,672
+53,459
+28% +$2.67M 1.86% 10
2022
Q2 		$9.7M Buy
194,213
+187,279
+2,701% +$9.39M 1.47% 14
2022
Q1 		$357K Hold
6,934
– – 0.05% 178
2021
Q4 		$381K Buy
+6,934
New +$380K 0.05% 169

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cardiff Park Advisors's VTEB Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, selling an estimated $1.49M and leaving 182,122 shares worth $9.21M. The position accounts for 0.71% of the portfolio, ranked #29.

Cardiff Park Advisors first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q4 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cardiff Park Advisors held 182,122 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.21M as of Q2 2026.
  • Cardiff Park Advisors sold 29,726 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.49M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.71% of Cardiff Park Advisors's portfolio in Q2 2026, its #29 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $13.5M in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.