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Eaton-Cambridge’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Eaton-Cambridge’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 		$3.35M Buy
66,144
+3,833
+6% +$193K 0.94% 11
2026
Q1 		$3.11M Buy
62,311
+12,665
+26% +$639K 0.97% 11
2025
Q4 		$2.5M Buy
49,646
+23,120
+87% +$1.16M 0.82% 10
2025
Q3 		$1.33M Buy
26,526
+4,513
+21% +$222K 0.46% 16
2025
Q2 		$1.08M Buy
22,013
+1,590
+8% +$77.7K 0.41% 16
2025
Q1 		$1.01M Buy
+20,423
New +$1.02M 0.44% 14

Other funds holding VTEB

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 22.94% 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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Eaton-Cambridge's VTEB Position: Q2 2026 in Review

Eaton-Cambridge increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.2% in Q2 2026, buying an estimated $193K and bringing the position to 66,144 shares worth $3.35M. The position accounts for 0.94% of the portfolio, ranked #11.

Eaton-Cambridge first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 855 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Eaton-Cambridge held 66,144 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.35M as of Q2 2026.
  • Eaton-Cambridge bought 3,833 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $193K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.94% of Eaton-Cambridge's portfolio in Q2 2026, its #11 holding.
  • Eaton-Cambridge first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 855 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.