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Coquina Private Wealth LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coquina Private Wealth LLC’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 		$1.38M Buy
27,233
+109
+0.4% +$5.48K 0.94% 21
2026
Q1 		$1.35M Sell
27,124
-182
-0.7% -$9.19K 1.09% 19
2025
Q4 		$1.37M Buy
+27,306
New +$1.37M 1.1% 20

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Coquina Private Wealth LLC's VTEB Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.4% in Q2 2026, buying an estimated $5.48K and bringing the position to 27,233 shares worth $1.38M. The position accounts for 0.94% of the portfolio, ranked #21.

Coquina Private Wealth LLC first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Coquina Private Wealth LLC held 27,233 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.38M as of Q2 2026.
  • Coquina Private Wealth LLC bought 109 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.48K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.94% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #21 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.