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

Liberty 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 		$4.3M Buy
+84,993
New +$4.27M 0.74% 41
2025
Q4 		$2.28M Buy
45,346
+5,573
+14% +$280K 0.42% 65
2025
Q3 		$1.99M Sell
39,773
-83,796
-68% -$4.12M 0.37% 72
2025
Q2 		$6.06M Buy
123,569
+8,312
+7% +$406K 1.22% 26
2025
Q1 		$5.72M Buy
115,257
+4,742
+4% +$237K 1.27% 24
2024
Q4 		$5.54M Buy
110,515
+2,628
+2% +$133K 1.23% 24
2024
Q3 		$5.52M Buy
107,887
+2,281
+2% +$116K 1.22% 25
2024
Q2 		$5.29M Sell
105,606
-3,103
-3% -$155K 1.26% 22
2024
Q1 		$5.5M Buy
108,709
+3,125
+3% +$158K 1.36% 21
2023
Q4 		$5.39M Buy
105,584
+12,938
+14% +$634K 1.41% 22
2023
Q3 		$4.46M Buy
92,646
+43,306
+88% +$2.15M 1.32% 24
2023
Q2 		$2.48M Buy
49,340
+1,681
+4% +$84.5K 0.74% 44
2023
Q1 		$2.41M Sell
47,659
-8,505
-15% -$427K 0.79% 42
2022
Q4 		$2.78M Sell
56,164
-9,118
-14% -$446K 0.96% 34
2022
Q3 		$3.14M Sell
65,282
-3,929
-6% -$196K 1.18% 27
2022
Q2 		$3.46M Sell
69,211
-90,571
-57% -$4.54M 1.23% 26
2022
Q1 		$8.24M Buy
159,782
+2,145
+1% +$114K 2.41% 12
2021
Q4 		$8.66M Buy
157,637
+72,935
+86% +$4M 2.34% 12
2021
Q3 		$4.64M Buy
84,702
+4,253
+5% +$235K 1.37% 23
2021
Q2 		$4.45M Buy
80,449
+22,321
+38% +$1.23M 1.35% 25
2021
Q1 		$3.18M Buy
58,128
+6,889
+13% +$378K 1.1% 32
2020
Q4 		$2.83M Buy
+51,239
New +$2.8M 1.02% 32
2020
Q2 		$302K Buy
+5,574
New +$297K 0.13% 105

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Liberty Capital Management's VTEB Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 84,993 shares worth $4.3M. The stake represents 0.74% of the portfolio and ranks #41 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VTEB as recently as Q4 2025.

Liberty Capital Management first reported a position in VTEB in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.66M in Q4 2021. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Liberty Capital Management held 84,993 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.3M as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Liberty Capital Management position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.74% of Liberty Capital Management's portfolio in Q2 2026, its #41 holding.
  • Liberty Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 23 quarters since.
  • Liberty Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.66M in Q4 2021.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.