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Chatham Capital Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Chatham Capital Group’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 		$2.68M Hold
53,065
– – 0.34% 80
2026
Q1 		$2.65M Hold
53,065
– – 0.38% 74
2025
Q4 		$2.67M Sell
53,065
-5,050
-9% -$254K 0.38% 77
2025
Q3 		$2.91M Hold
58,115
– – 0.42% 75
2025
Q2 		$2.85M Sell
58,115
-3,800
-6% -$186K 0.43% 73
2025
Q1 		$3.07M Buy
61,915
+9,600
+18% +$480K 0.51% 62
2024
Q4 		$2.62M Hold
52,315
– – 0.43% 70
2024
Q3 		$2.67M Hold
52,315
– – 0.44% 70
2024
Q2 		$2.62M Buy
52,315
+2,500
+5% +$125K 0.46% 65
2024
Q1 		$2.52M Buy
49,815
+22,500
+82% +$1.14M 0.46% 68
2023
Q4 		$1.39M Sell
27,315
-1,500
-5% -$73.6K 0.28% 97
2023
Q3 		$1.39M Buy
28,815
+550
+2% +$27.2K 0.31% 92
2023
Q2 		$1.42M Hold
28,265
– – 0.3% 96
2023
Q1 		$1.43M Hold
28,265
– – 0.32% 100
2022
Q4 		$1.4M Sell
28,265
-13,150
-32% -$643K 0.33% 96
2022
Q3 		$1.99M Sell
41,415
-35,500
-46% -$1.77M 0.49% 66
2022
Q2 		$3.84M Sell
76,915
-10,500
-12% -$526K 0.87% 37
2022
Q1 		$4.51M Sell
87,415
-1,000
-1% -$53.2K 0.87% 35
2021
Q4 		$4.86M Sell
88,415
-200
-0.2% -$11K 0.88% 36
2021
Q3 		$4.85M Buy
88,615
+700
+0.8% +$38.7K 0.93% 33
2021
Q2 		$4.86M Sell
87,915
-5,000
-5% -$275K 0.94% 34
2021
Q1 		$5.08M Sell
92,915
-7,000
-7% -$385K 1.06% 27
2020
Q4 		$5.51M Sell
99,915
-14,835
-13% -$810K 1.24% 23
2020
Q3 		$6.25M Buy
114,750
+1,500
+1% +$81.9K 1.54% 18
2020
Q2 		$6.13M Buy
113,250
+175
+0.2% +$9.32K 1.59% 14
2020
Q1 		$5.98M Hold
113,075
– – 1.77% 13
2019
Q4 		$6.05M Hold
113,075
– – 1.49% 21
2019
Q3 		$6.06M Hold
113,075
– – 1.55% 20
2019
Q2 		$6M Hold
113,075
– – 1.51% 20
2019
Q1 		$5.9M Buy
113,075
+21,850
+24% +$1.12M 1.52% 20
2018
Q4 		$4.66M Hold
91,225
– – 1.29% 23
2018
Q3 		$4.61M Buy
91,225
+59,925
+191% +$3.05M 1.16% 23
2018
Q2 		$1.6M Hold
31,300
– – 0.42% 50
2018
Q1 		$1.59M Buy
31,300
+2,000
+7% +$102K 0.43% 45
2017
Q4 		$1.51M Buy
29,300
+4,775
+19% +$247K 0.42% 53
2017
Q3 		$1.27M Buy
24,525
+2,000
+9% +$103K 0.36% 64
2017
Q2 		$1.16M Sell
22,525
-400
-2% -$20.5K 0.32% 66
2017
Q1 		$1.16M Buy
22,925
+300
+1% +$15.1K 0.32% 67
2016
Q4 		$1.14M Buy
22,625
+12,000
+113% +$610K 0.33% 69
2016
Q3 		$555K Buy
10,625
+500
+5% +$26.2K 0.18% 94
2016
Q2 		$534K Buy
+10,125
New +$526K 0.17% 95

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Chatham Capital Group's VTEB Position: Q2 2026 in Review

Chatham Capital Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 53,065 shares worth $2.68M. The position accounts for 0.34% of the portfolio, ranked #80.

Chatham Capital Group first reported a position in VTEB in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.25M in Q3 2020. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Chatham Capital Group held 53,065 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.68M as of Q2 2026.
  • Chatham Capital Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Chatham Capital Group's portfolio in Q2 2026, its #80 holding.
  • Chatham Capital Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2016 and has held it in 41 quarters since.
  • Chatham Capital Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.25M in Q3 2020.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.