Ocean Park Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ocean Park Asset 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 Q1	–	Sell	-22,168	Closed	-$1.11M	–	95
2025 Q4	$1.11M	Buy	22,168 +7,979	+56%	+$401K	0.05%	74
2025 Q3	$710K	Buy	+14,189	New	+$697K	0.03%	90
2025 Q1	–	Sell	-126,600	Closed	-$6.35M	–	101
2024 Q4	$6.35M	Sell	126,600 -39,500	-24%	-$2M	0.22%	45
2024 Q3	$8.49M	Hold	166,100	–	–	0.37%	39
2024 Q2	$8.32M	Hold	166,100	–	–	0.39%	41
2024 Q1	$8.4M	Buy	166,100 +20,700	+14%	+$1.05M	0.4%	38
2023 Q4	$7.42M	Buy	+145,400	New	+$7.13M	0.36%	43
2023 Q3	–	Sell	-522,700	Closed	-$26.2M	–	70
2023 Q2	$26.2M	Buy	+522,700	New	+$26.3M	0.9%	20

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ocean Park Asset Management's VTEB Position: Q1 2026 in Review

Ocean Park Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 22,168 shares — an estimated $1.11M sold.

Ocean Park Asset Management first reported a position in VTEB in Q2 2023 and held it in 8 quarters. The position peaked at $26.2M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Ocean Park Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Ocean Park Asset Management sold 22,168 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.11M.
Ocean Park Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 8 quarters.
Ocean Park Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $26.2M in Q2 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.