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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Creek Financial Management's VTEB Position: Q1 2026 in Review

Clear Creek Financial Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.4% in Q1 2026, buying an estimated $23.8K and bringing the position to 6,119 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #495.

Clear Creek Financial Management first reported a position in VTEB in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.3M in Q3 2020. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Clear Creek Financial Management held 6,119 shares of Vanguard Tax-Exempt Bond Index Fund worth $305K as of Q1 2026.
  • Clear Creek Financial Management bought 472 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $23.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #495 holding.
  • Clear Creek Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 23 quarters since.
  • Clear Creek Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.3M in Q3 2020.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.