Cranbrook Wealth Management
VTEB icon

Cranbrook Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cranbrook Wealth 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
Q3 		$1.86M Buy
39,339
+12,241
+45% +$604K 0.35% 47
2026
Q2 		$1.37M Buy
27,098
+338
+1% +$17K 0.26% 58
2026
Q1 		$1.34M Buy
26,760
+6,244
+30% +$315K 0.27% 55
2025
Q4 		$1.03M Buy
20,516
+156
+0.8% +$7.85K 0.2% 62
2025
Q3 		$1.02M Buy
20,360
+78
+0.4% +$3.83K 0.2% 60
2025
Q2 		$994K Sell
20,282
-244
-1% -$11.9K 0.21% 57
2025
Q1 		$1.02M Buy
20,526
+5,535
+37% +$277K 0.24% 54
2024
Q4 		$752K Buy
14,991
+4,881
+48% +$247K 0.17% 61
2024
Q3 		$517K Buy
10,110
+4,771
+89% +$242K 0.12% 77
2024
Q2 		$268K Buy
5,339
+1,360
+34% +$68K 0.07% 96
2024
Q1 		$201K Buy
3,979
+196
+5% +$9.9K 0.05% 93
2023
Q4 		$193K Buy
+3,783
New +$185K 0.05% 94
2022
Q4 		– Sell
-1,836
Closed -$88K – 318
2022
Q3 		$88K Hold
1,836
– – 0.02% 127
2022
Q2 		$92K Hold
1,836
– – 0.02% 129
2022
Q1 		$95K Hold
1,836
– – 0.02% 135
2021
Q4 		$101K Hold
1,836
– – 0.02% 132
2021
Q3 		$101K Hold
1,836
– – 0.02% 132
2021
Q2 		$102K Hold
1,836
– – 0.02% 132
2021
Q1 		$100K Hold
1,836
– – 0.02% 132
2020
Q4 		$101K Hold
1,836
– – 0.03% 123
2020
Q3 		$100K Buy
+1,836
New +$100K 0.03% 113

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cranbrook Wealth Management's VTEB Position: Q3 2026 in Review

Cranbrook Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 45% in Q3 2026, buying an estimated $604K and bringing the position to 39,339 shares worth $1.86M. The position accounts for 0.35% of the portfolio, ranked #47.

Cranbrook Wealth Management first reported a position in VTEB in Q3 2020 and has held it in 21 quarters since. 881 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Cranbrook Wealth Management held 39,339 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.86M as of Q3 2026.
  • Cranbrook Wealth Management bought 12,241 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $604K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of Cranbrook Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 21 quarters since.
  • 881 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.