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

Neumann 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	$629K	Buy	12,436 +95	+0.8%	+$4.77K	0.42%	38
2026 Q1	$616K	Buy	12,341 +1,026	+9%	+$51.8K	0.18%	73
2025 Q4	$569K	Buy	11,315 +4	+0%	+$201	0.16%	74
2025 Q3	$566K	Sell	11,311 -34,137	-75%	-$1.68M	0.17%	76
2025 Q2	$2.23M	Sell	45,448 -8,352	-16%	-$408K	0.7%	37
2025 Q1	$2.67M	Hold	53,800	–	–	0.92%	28
2024 Q4	$2.7M	Buy	53,800 +250	+0.5%	+$12.6K	0.9%	29
2024 Q3	$2.74M	Buy	53,550 +3,000	+6%	+$152K	0.91%	28
2024 Q2	$2.53M	Hold	50,550	–	–	0.87%	29
2024 Q1	$2.56M	Buy	50,550 +600	+1%	+$30.4K	0.91%	31
2023 Q4	$2.55M	Sell	49,950 -7,600	-13%	-$373K	1.01%	30
2023 Q3	$2.77M	Buy	57,550 +2,100	+4%	+$104K	1.21%	23
2023 Q2	$2.78M	Sell	55,450 -250	-0.4%	-$12.6K	1.15%	23
2023 Q1	$2.82M	Buy	55,700 +13,400	+32%	+$673K	1.24%	23
2022 Q4	$2.09M	Buy	42,300 +4,455	+12%	+$218K	0.98%	29
2022 Q3	$1.82M	Buy	+37,845	New	+$1.89M	0.94%	36

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Neumann Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.77% in Q2 2026, buying an estimated $4.77K and bringing the position to 12,436 shares worth $629K. The position accounts for 0.42% of the portfolio, ranked #38.

Neumann Capital Management first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.82M in Q1 2023. 702 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Neumann Capital Management held 12,436 shares of Vanguard Tax-Exempt Bond Index Fund worth $629K as of Q2 2026.
Neumann Capital Management bought 95 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.77K.
Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Neumann Capital Management's portfolio in Q2 2026, its #38 holding.
Neumann Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
Neumann Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.82M in Q1 2023.
702 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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