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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fort Point Capital Partners's VTEB Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 27% in Q1 2026, selling an estimated $14.4M and leaving 751,234 shares worth $37.5M. The position accounts for 4.54% of the portfolio, ranked #5.

Fort Point Capital Partners first reported a position in VTEB in Q4 2018 and has held it in 30 quarters since. The position peaked at $52.4M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Fort Point Capital Partners held 751,234 shares of Vanguard Tax-Exempt Bond Index Fund worth $37.5M as of Q1 2026.
Fort Point Capital Partners sold 284,414 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $14.4M.
Vanguard Tax-Exempt Bond Index Fund made up 4.54% of Fort Point Capital Partners's portfolio in Q1 2026, its #5 holding.
Fort Point Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 30 quarters since.
Fort Point Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $52.4M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.