Clear Creek Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clear Creek Financial 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	$421K	Buy	8,331 +2,212	+36%	+$111K	0.03%	447
2026 Q1	$305K	Buy	6,119 +472	+8%	+$23.8K	0.02%	495
2025 Q4	$284K	Sell	5,647 -3,623	-39%	-$182K	0.02%	501
2025 Q3	$464K	Sell	9,270 -3,172	-25%	-$156K	0.04%	379
2025 Q2	$610K	Buy	12,442 +7	+0.1%	+$342	0.06%	316
2025 Q1	$617K	Buy	12,435 +87	+0.7%	+$4.35K	0.06%	276
2024 Q4	$619K	Sell	12,348 -1,040	-8%	-$52.6K	0.07%	259
2024 Q3	$684K	Buy	13,388 +1,381	+12%	+$70K	0.08%	216
2024 Q2	$602K	Sell	12,007 -736	-6%	-$36.8K	0.07%	226
2024 Q1	$645K	Sell	12,743 -1,918	-13%	-$97.2K	0.08%	206
2023 Q4	$748K	Sell	14,661 -958	-6%	-$47K	0.12%	149
2023 Q3	$751K	Sell	15,619 -231	-1%	-$11.4K	0.13%	129
2023 Q2	$796K	Sell	15,850 -3,966	-20%	-$199K	0.14%	123
2023 Q1	$1M	Sell	19,816 -2,242	-10%	-$113K	0.19%	99
2022 Q4	$1.09M	Sell	22,058 -6,121	-22%	-$299K	0.24%	84
2022 Q3	$1.36M	Sell	28,179 -3,080	-10%	-$154K	0.3%	65
2022 Q2	$1.56M	Sell	31,259 -11,086	-26%	-$556K	0.33%	62
2022 Q1	$2.18M	Sell	42,345 -907	-2%	-$48.3K	0.34%	76
2021 Q4	$2.38M	Sell	43,252 -3,142	-7%	-$172K	0.36%	67
2021 Q3	$2.54M	Buy	46,394 +5,930	+15%	+$328K	0.41%	72
2021 Q2	$2.24M	Buy	+40,464	New	+$2.23M	0.35%	82
2021 Q1	–	Sell	-29,420	Closed	-$1.62M	–	257
2020 Q4	$1.62M	Sell	29,420 -178,714	-86%	-$9.76M	0.31%	65
2020 Q3	$11.3M	Buy	208,134 +181,614	+685%	+$9.91M	0.51%	40
2020 Q2	$1.44M	Buy	+26,520	New	+$1.41M	0.37%	50

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

Clear Creek Financial Management's VTEB Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 36% in Q2 2026, buying an estimated $111K and bringing the position to 8,331 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #447.

Clear Creek Financial Management first reported a position in VTEB in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q3 2020. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Clear Creek Financial Management held 8,331 shares of Vanguard Tax-Exempt Bond Index Fund worth $421K as of Q2 2026.
Clear Creek Financial Management bought 2,212 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $111K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #447 holding.
Clear Creek Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 24 quarters since.
Clear Creek Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.3M in Q3 2020.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.