OpenArc Corporate Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

OpenArc Corporate Advisory’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	$1.36M	Sell	26,924 -5,609	-17%	-$282K	0.02%	301
2026 Q1	$1.62M	Buy	32,533 +28,489	+704%	+$1.44M	0.02%	270
2025 Q4	$203K	Buy	+4,044	New	+$203K	﹤0.01%	616

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OpenArc Corporate Advisory's VTEB Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, selling an estimated $282K and leaving 26,924 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #301.

OpenArc Corporate Advisory first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2026. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

OpenArc Corporate Advisory held 26,924 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.36M as of Q2 2026.
OpenArc Corporate Advisory sold 5,609 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $282K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #301 holding.
OpenArc Corporate Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.62M in Q1 2026.
1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.