FPCP
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Fort Point Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Fort Point Capital 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 		$44.5M Buy
878,929
+127,695
+17% +$6.42M 3.08% 7
2026
Q1 		$37.5M Sell
751,234
-284,414
-27% -$14.4M 4.54% 5
2025
Q4 		$52.4M Buy
1,035,648
+363,519
+54% +$18.3M 5.88% 3
2025
Q3 		$33.7M Buy
672,129
+139,659
+26% +$6.86M 3.96% 4
2025
Q2 		$26.1M Sell
532,470
-55,326
-9% -$2.7M 1.88% 10
2025
Q1 		$29.2M Buy
587,796
+96,967
+20% +$4.85M 3.22% 5
2024
Q4 		$24.6M Buy
490,829
+94,900
+24% +$4.8M 2.68% 7
2024
Q3 		$20.2M Buy
395,929
+66,196
+20% +$3.35M 2.5% 10
2024
Q2 		$16.5M Sell
329,733
-97,273
-23% -$4.87M 2.09% 11
2024
Q1 		$21.6M Buy
427,006
+42,930
+11% +$2.18M 2.88% 7
2023
Q4 		$19.6M Sell
384,076
-80,088
-17% -$3.93M 2.79% 9
2023
Q3 		$22.3M Sell
464,164
-76,642
-14% -$3.8M 3.4% 6
2023
Q2 		$27.2M Buy
540,806
+109,096
+25% +$5.48M 3.83% 4
2023
Q1 		$21.9M Buy
431,710
+80,471
+23% +$4.04M 3.32% 4
2022
Q4 		$17.4M Buy
351,239
+94,793
+37% +$4.63M 2.71% 8
2022
Q3 		$12.3M Sell
256,446
-20,275
-7% -$1.01M 2.06% 11
2022
Q2 		$13.8M Sell
276,721
-12,617
-4% -$632K 2.26% 8
2022
Q1 		$14.9M Sell
289,338
-158,687
-35% -$8.45M 2.08% 10
2021
Q4 		$24.6M Buy
448,025
+414,380
+1,232% +$22.7M 3.3% 4
2021
Q3 		$1.84M Buy
33,645
+8,518
+34% +$471K 0.28% 54
2021
Q2 		$1.39M Buy
25,127
+18,135
+259% +$999K 0.25% 55
2021
Q1 		$382K Hold
6,992
– – 0.08% 111
2020
Q4 		$386K Hold
6,992
– – 0.09% 104
2020
Q3 		$381K Hold
6,992
– – 0.1% 88
2020
Q2 		$379K Hold
6,992
– – 0.12% 86
2020
Q1 		$370K Sell
6,992
-8
-0.1% -$428 0.16% 66
2019
Q4 		$375K Hold
7,000
– – 0.13% 88
2019
Q3 		$375K Hold
7,000
– – 0.14% 79
2019
Q2 		$371K Hold
7,000
– – 0.15% 71
2019
Q1 		$365K Buy
7,000
+8
+0.1% +$411 0.16% 70
2018
Q4 		$357K Buy
+6,992
New +$352K 0.14% 95

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

Fort Point Capital Partners's VTEB Position: Q2 2026 in Review

Fort Point Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, buying an estimated $6.42M and bringing the position to 878,929 shares worth $44.5M. The position accounts for 3.08% of the portfolio, ranked #7.

Fort Point Capital Partners first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. The position peaked at $52.4M in Q4 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Fort Point Capital Partners held 878,929 shares of Vanguard Tax-Exempt Bond Index Fund worth $44.5M as of Q2 2026.
  • Fort Point Capital Partners bought 127,695 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.42M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.08% of Fort Point Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Fort Point Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Fort Point Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $52.4M in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.