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EPIQ Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

EPIQ Partners’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 		$1.59M Sell
31,412
-297
-0.9% -$14.9K 0.67% 37
2026
Q1 		$1.58M Buy
+31,709
New +$1.6M 0.74% 36

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

EPIQ Partners's VTEB Position: Q2 2026 in Review

EPIQ Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.94% in Q2 2026, selling an estimated $14.9K and leaving 31,412 shares worth $1.59M. The position accounts for 0.67% of the portfolio, ranked #37.

EPIQ Partners first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • EPIQ Partners held 31,412 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.59M as of Q2 2026.
  • EPIQ Partners sold 297 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $14.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.67% of EPIQ Partners's portfolio in Q2 2026, its #37 holding.
  • EPIQ Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.