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

Guardsman Private 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	$501K	Sell	9,910 -2,840	-22%	-$143K	0.35%	34
2026 Q1	$636K	Buy	+12,750	New	+$644K	0.5%	23

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

Guardsman Private Capital Management's VTEB Position: Q2 2026 in Review

Guardsman Private Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, selling an estimated $143K and leaving 9,910 shares worth $501K. The position accounts for 0.35% of the portfolio, ranked #34.

Guardsman Private Capital Management first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $636K in Q1 2026. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Guardsman Private Capital Management held 9,910 shares of Vanguard Tax-Exempt Bond Index Fund worth $501K as of Q2 2026.
Guardsman Private Capital Management sold 2,840 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $143K.
Vanguard Tax-Exempt Bond Index Fund made up 0.35% of Guardsman Private Capital Management's portfolio in Q2 2026, its #34 holding.
Guardsman Private Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
Guardsman Private Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $636K in Q1 2026.
1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Guardsman Private Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.