Forum Private Client Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Forum Private Client Group’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	$2.07M	Buy	40,973 +1,260	+3%	+$63.3K	0.62%	24
2026 Q1	$1.98M	Buy	39,713 +4,772	+14%	+$241K	0.66%	24
2025 Q4	$1.76M	Buy	34,941 +2,707	+8%	+$136K	0.6%	25
2025 Q3	$1.61M	Buy	32,234 +3,267	+11%	+$161K	0.58%	26
2025 Q2	$1.42M	Buy	28,967 +3,634	+14%	+$178K	0.55%	26
2025 Q1	$1.26M	Buy	25,333 +2,084	+9%	+$104K	0.55%	27
2024 Q4	$1.13M	Buy	23,249 +2,023	+10%	+$102K	0.5%	30
2024 Q3	$1.09M	Buy	21,226 +1,020	+5%	+$51.7K	0.48%	31
2024 Q2	$1.01M	Buy	20,206 +4,453	+28%	+$223K	0.48%	30
2024 Q1	$797K	Buy	15,753 +7,219	+85%	+$366K	0.39%	35
2023 Q4	$436K	Buy	+8,534	New	+$418K	0.23%	47
2023 Q3	–	Sell	-7,425	Closed	-$373K	–	68
2023 Q2	$373K	Buy	7,425 +1,064	+17%	+$53.5K	0.21%	52
2023 Q1	$322K	Buy	6,361 +319	+5%	+$16K	0.2%	54
2022 Q4	$299K	Buy	6,042 +1,130	+23%	+$55.2K	0.21%	56
2022 Q3	$236K	Buy	+4,912	New	+$246K	0.18%	58

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forum Private Client Group's VTEB Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.2% in Q2 2026, buying an estimated $63.3K and bringing the position to 40,973 shares worth $2.07M. The position accounts for 0.62% of the portfolio, ranked #24.

Forum Private Client Group first reported a position in VTEB in Q3 2022 and has held it in 15 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Forum Private Client Group held 40,973 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.07M as of Q2 2026.
Forum Private Client Group bought 1,260 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $63.3K.
Vanguard Tax-Exempt Bond Index Fund made up 0.62% of Forum Private Client Group's portfolio in Q2 2026, its #24 holding.
Forum Private Client Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 15 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.