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

Optima Capital’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 		$211K Buy
+4,173
New +$210K 0.08% 158
2026
Q1 		– Sell
-3
Closed -$151 – 1287
2025
Q4 		$151 Buy
+3
New +$151 ﹤0.01% 1344

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
Wealth Enhancement Advisory Services
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Optima Capital's VTEB Position: Q2 2026 in Review

Optima Capital opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,173 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings. This is a return to the name: Optima Capital previously reported a position in VTEB as recently as Q4 2025.

Optima Capital first reported a position in VTEB in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Optima Capital held 4,173 shares of Vanguard Tax-Exempt Bond Index Fund worth $211K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Optima Capital position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Optima Capital's portfolio in Q2 2026, its #158 holding.
  • Optima Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.