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Firestone Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Firestone Capital 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 		$10M Sell
197,616
-742
-0.4% -$37.3K 1.86% 15
2026
Q1 		$9.9M Buy
198,358
+4,413
+2% +$223K 2.06% 14
2025
Q4 		$9.75M Sell
193,945
-321
-0.2% -$16.2K 2.07% 13
2025
Q3 		$9.73M Buy
194,266
+6,865
+4% +$337K 2.1% 13
2025
Q2 		$9.19M Sell
187,401
-2,466
-1% -$120K 2.16% 13
2025
Q1 		$9.42M Sell
189,867
-397
-0.2% -$19.9K 2.47% 12
2024
Q4 		$9.54M Sell
190,264
-11,255
-6% -$569K 2.37% 12
2024
Q3 		$10.3M Buy
201,519
+1,932
+1% +$97.9K 2.58% 11
2024
Q2 		$10M Buy
199,587
+18,123
+10% +$907K 2.73% 11
2024
Q1 		$9.18M Buy
181,464
+7,502
+4% +$380K 2.56% 11
2023
Q4 		$8.88M Buy
173,962
+16,636
+11% +$816K 2.74% 11
2023
Q3 		$7.57M Buy
157,326
+1,187
+0.8% +$58.8K 2.59% 12
2023
Q2 		$7.85M Buy
156,139
+391
+0.3% +$19.6K 2.55% 12
2023
Q1 		$7.89M Buy
155,748
+2,648
+2% +$133K 2.84% 11
2022
Q4 		$7.58M Buy
153,100
+46,151
+43% +$2.26M 2.82% 11
2022
Q3 		$5.15M Buy
106,949
+41,265
+63% +$2.06M 2.09% 13
2022
Q2 		$3.28M Sell
65,684
-15,153
-19% -$760K 1.28% 19
2022
Q1 		$4.17M Buy
80,837
+2,816
+4% +$150K 1.37% 18
2021
Q4 		$4.28M Sell
78,021
-6,000
-7% -$329K 1.35% 20
2021
Q3 		$4.65M Hold
84,021
– – 1.54% 18
2021
Q2 		$4.65M Sell
84,021
-623
-0.7% -$34.3K 1.68% 17
2021
Q1 		$4.63M Buy
84,644
+425
+0.5% +$23.4K 1.64% 16
2020
Q4 		$4.65M Buy
84,219
+1,820
+2% +$99.4K 1.77% 16
2020
Q3 		$4.49M Buy
82,399
+728
+0.9% +$39.7K 2.01% 11
2020
Q2 		$4.42M Buy
81,671
+3,872
+5% +$206K 2.05% 10
2020
Q1 		$4.12M Buy
77,799
+2,404
+3% +$129K 2.14% 11
2019
Q4 		$4.04M Buy
+75,395
New +$4.03M 1.72% 16

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Firestone Capital Management's VTEB Position: Q2 2026 in Review

Firestone Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.37% in Q2 2026, selling an estimated $37.3K and leaving 197,616 shares worth $10M. The position accounts for 1.86% of the portfolio, ranked #15.

Firestone Capital Management first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Firestone Capital Management held 197,616 shares of Vanguard Tax-Exempt Bond Index Fund worth $10M as of Q2 2026.
  • Firestone Capital Management sold 742 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $37.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.86% of Firestone Capital Management's portfolio in Q2 2026, its #15 holding.
  • Firestone Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Firestone Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.3M in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.