First Merchants Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

First Merchants Corp’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	$594K	Sell	11,750 -4,750	-29%	-$239K	0.02%	240
2026 Q1	$823K	Sell	16,500 -595	-3%	-$30K	0.03%	208
2025 Q4	$860K	Hold	17,095	–	–	0.03%	213
2025 Q3	$856K	Buy	17,095 +6,000	+54%	+$295K	0.03%	220
2025 Q2	$544K	Sell	11,095 -40,000	-78%	-$1.95M	0.02%	262
2025 Q1	$2.54M	Sell	51,095 -405	-0.8%	-$20.3K	0.1%	153
2024 Q4	$2.58M	Sell	51,500 -642	-1%	-$32.5K	0.1%	158
2024 Q3	$2.67M	Buy	52,142 +39,158	+302%	+$1.98M	0.1%	160
2024 Q2	$651K	Sell	12,984 -142	-1%	-$7.11K	0.03%	256
2024 Q1	$664K	Sell	13,126 -1,700	-11%	-$86.2K	0.05%	162
2023 Q4	$757K	Buy	14,826 +526	+4%	+$25.8K	0.06%	157
2023 Q3	$688K	Sell	14,300 -2,900	-17%	-$144K	0.06%	154
2023 Q2	$864K	Buy	17,200 +1,500	+10%	+$75.4K	0.07%	151
2023 Q1	$795K	Hold	15,700	–	–	0.07%	156
2022 Q4	$777K	Buy	15,700 +7,200	+85%	+$352K	0.07%	158
2022 Q3	$409K	Buy	8,500 +2,000	+31%	+$100K	0.04%	189
2022 Q2	$324K	Hold	6,500	–	–	0.03%	201
2022 Q1	$335K	Buy	6,500 +1,250	+24%	+$66.5K	0.03%	204
2021 Q4	$288K	Buy	5,250 +1,250	+31%	+$68.5K	0.02%	216
2021 Q3	$219K	Buy	4,000 +300	+8%	+$16.6K	0.01%	231
2021 Q2	$205K	Buy	+3,700	New	+$204K	0.01%	238

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Merchants Corp's VTEB Position: Q2 2026 in Review

First Merchants Corp reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q2 2026, selling an estimated $239K and leaving 11,750 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #240.

First Merchants Corp first reported a position in VTEB in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.67M in Q3 2024. 267 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

First Merchants Corp held 11,750 shares of Vanguard Tax-Exempt Bond Index Fund worth $594K as of Q2 2026.
First Merchants Corp sold 4,750 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $239K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of First Merchants Corp's portfolio in Q2 2026, its #240 holding.
First Merchants Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 21 quarters since.
First Merchants Corp's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.67M in Q3 2024.
267 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.