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

Northland 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	$381K	Buy	7,527 +2,167	+40%	+$109K	0.21%	29
2026 Q1	$267K	Hold	5,360	–	–	0.15%	30
2025 Q4	$270K	Hold	5,360	–	–	0.15%	30
2025 Q3	$268K	Hold	5,360	–	–	0.16%	30
2025 Q2	$263K	Hold	5,360	–	–	0.16%	31
2025 Q1	$266K	Hold	5,360	–	–	0.18%	31
2024 Q4	$269K	Buy	5,360 +400	+8%	+$20.2K	0.2%	30
2024 Q3	$254K	Hold	4,960	–	–	0.15%	30
2024 Q2	$249K	Hold	4,960	–	–	0.17%	30
2024 Q1	$251K	Hold	4,960	–	–	0.18%	30
2023 Q4	$253K	Hold	4,960	–	–	0.17%	31
2023 Q3	$239K	Hold	4,960	–	–	0.16%	32
2023 Q2	$249K	Hold	4,960	–	–	0.18%	27
2023 Q1	$251K	Buy	4,960 +620	+14%	+$31.1K	0.19%	26
2022 Q4	$215K	Buy	+4,340	New	+$212K	0.17%	24

Other funds holding VTEB

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

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 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

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

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

Northland Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q2 2026, buying an estimated $109K and bringing the position to 7,527 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #29.

Northland Capital Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Northland Capital Management held 7,527 shares of Vanguard Tax-Exempt Bond Index Fund worth $381K as of Q2 2026.
Northland Capital Management bought 2,167 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $109K.
Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Northland Capital Management's portfolio in Q2 2026, its #29 holding.
Northland Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Northland Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.