F.L. Putnam Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

F.L. Putnam Investment 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 Q2	$870K	Sell	17,199 -4,677	-21%	-$235K	0.01%	388
2026 Q1	$1.09M	Sell	21,876 -4,792	-18%	-$242K	0.02%	312
2025 Q4	$1.34M	Buy	26,668 +2,732	+11%	+$137K	0.02%	298
2025 Q3	$1.2M	Sell	23,936 -28,242	-54%	-$1.39M	0.02%	314
2025 Q2	$2.56M	Sell	52,178 -6,179	-11%	-$302K	0.04%	221
2025 Q1	$2.9M	Sell	58,357 -13,497	-19%	-$675K	0.05%	200
2024 Q4	$3.6M	Sell	71,854 -847	-1%	-$42.8K	0.07%	188
2024 Q3	$3.72M	Buy	72,701 +1,977	+3%	+$100K	0.07%	184
2024 Q2	$3.54M	Buy	+70,724	New	+$3.54M	0.07%	188
2023 Q3	–	Sell	-4,912	Closed	-$247K	–	486
2023 Q2	$247K	Buy	+4,912	New	+$247K	0.01%	434
2022 Q2	–	Sell	-4,576	Closed	-$236K	–	433
2022 Q1	$236K	Buy	+4,576	New	+$244K	0.01%	377

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

F.L. Putnam Investment Management's VTEB Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 21% in Q2 2026, selling an estimated $235K and leaving 17,199 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #388.

F.L. Putnam Investment Management first reported a position in VTEB in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.72M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

F.L. Putnam Investment Management held 17,199 shares of Vanguard Tax-Exempt Bond Index Fund worth $870K as of Q2 2026.
F.L. Putnam Investment Management sold 4,677 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $235K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #388 holding.
F.L. Putnam Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 11 quarters since.
F.L. Putnam Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.72M in Q3 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.