Enclave Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Enclave Advisors’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	$2.39M	Buy	47,215 +1,310	+3%	+$65.8K	0.3%	50
2026 Q1	$2.29M	Buy	45,905 +1,372	+3%	+$69.3K	0.31%	54
2025 Q4	$2.24M	Sell	44,533 -17,935	-29%	-$902K	0.32%	52
2025 Q3	$3.13M	Sell	62,468 -4,228	-6%	-$208K	0.48%	37
2025 Q2	$3.27M	Sell	66,696 -254,752	-79%	-$12.4M	0.53%	34
2025 Q1	$16M	Sell	321,448 -77,356	-19%	-$3.87M	2.72%	9
2024 Q4	$20M	Buy	398,804 +71,243	+22%	+$3.6M	3.29%	7
2024 Q3	$16.7M	Buy	+327,561	New	+$16.6M	2.84%	9

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

Enclave Advisors's VTEB Position: Q2 2026 in Review

Enclave Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.9% in Q2 2026, buying an estimated $65.8K and bringing the position to 47,215 shares worth $2.39M. The position accounts for 0.3% of the portfolio, ranked #50.

Enclave Advisors first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $20M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Enclave Advisors held 47,215 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.39M as of Q2 2026.
Enclave Advisors bought 1,310 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $65.8K.
Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Enclave Advisors's portfolio in Q2 2026, its #50 holding.
Enclave Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $20M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.