Clear Investment Research’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clear Investment Research’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	$265K	Buy	5,249 +4,008	+323%	+$201K	0.41%	52
2026 Q1	$61.9K	Buy	+1,241	New	+$62.7K	0.1%	97
2025 Q4	–	Sell	-1,220	Closed	-$61.1K	–	236
2025 Q3	$61.1K	Buy	1,220 +197	+19%	+$9.68K	0.08%	109
2025 Q2	$50.2K	Buy	+1,023	New	+$50K	0.06%	112
2020 Q2	–	Sell	-1	Closed	–	–	123
2020 Q1	$0	Hold	1	–	–	﹤0.01%	118
2019 Q4	$0	Buy	+1	New	+$54	﹤0.01%	385

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 Investment Research's VTEB Position: Q2 2026 in Review

Clear Investment Research increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 323% in Q2 2026, buying an estimated $201K and bringing the position to 5,249 shares worth $265K. The position accounts for 0.41% of the portfolio, ranked #52.

Clear Investment Research first reported a position in VTEB in Q4 2019 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Clear Investment Research held 5,249 shares of Vanguard Tax-Exempt Bond Index Fund worth $265K as of Q2 2026.
Clear Investment Research bought 4,008 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $201K.
Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Clear Investment Research's portfolio in Q2 2026, its #52 holding.
Clear Investment Research first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 6 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.