Newman Dignan & Sheerar Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Newman Dignan & Sheerar Inc’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	$2.99M	Buy	59,115 +671	+1%	+$33.7K	0.57%	45
2026 Q1	$2.92M	Buy	58,444 +538	+0.9%	+$27.2K	0.61%	41
2025 Q4	$2.91M	Sell	57,906 -2,138	-4%	-$108K	0.61%	40
2025 Q3	$3.01M	Sell	60,044 -19,587	-25%	-$963K	0.65%	39
2025 Q2	$3.9M	Sell	79,631 -83,591	-51%	-$4.08M	0.9%	26
2025 Q1	$8.1M	Buy	163,222 +10,504	+7%	+$526K	2.21%	9
2024 Q4	$7.66M	Buy	152,718 +6,606	+5%	+$334K	1.96%	11
2024 Q3	$7.36M	Buy	146,112 +32,342	+28%	+$1.64M	1.76%	12
2024 Q2	$5.7M	Buy	113,770 +8,538	+8%	+$427K	1.47%	17
2024 Q1	$5.32M	Buy	105,232 +11,377	+12%	+$577K	1.42%	18
2023 Q4	$4.79M	Buy	93,855 +17,303	+23%	+$848K	1.45%	17
2023 Q3	$3.68M	Buy	76,552 +23,660	+45%	+$1.17M	1.21%	21
2023 Q2	$2.66M	Buy	52,892 +8,036	+18%	+$404K	0.82%	38
2023 Q1	$2.27M	Buy	44,856 +22,697	+102%	+$1.14M	0.73%	41
2022 Q4	$1.1M	Buy	+22,159	New	+$1.08M	0.36%	78

Other funds holding VTEB

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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 Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WPC

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

Newman Dignan & Sheerar Inc's VTEB Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 59,115 shares worth $2.99M. The position accounts for 0.57% of the portfolio, ranked #45.

Newman Dignan & Sheerar Inc first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.1M in Q1 2025. 943 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Newman Dignan & Sheerar Inc held 59,115 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.99M as of Q2 2026.
Newman Dignan & Sheerar Inc bought 671 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $33.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.57% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #45 holding.
Newman Dignan & Sheerar Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Newman Dignan & Sheerar Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.1M in Q1 2025.
943 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.