Orcam Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Orcam Financial Group’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	$208K	Sell	4,120 -10,500	-72%	-$528K	0.1%	98
2026 Q1	$729K	Buy	14,620 +1,336	+10%	+$67.5K	0.52%	27
2025 Q4	$668K	Sell	13,284 -2,038	-13%	-$103K	0.5%	28
2025 Q3	$767K	Hold	15,322	–	–	0.62%	25
2025 Q2	$751K	Sell	15,322 -825	-5%	-$40.3K	0.65%	26
2025 Q1	$801K	Sell	16,147 -826	-5%	-$41.3K	0.75%	25
2024 Q4	$851K	Hold	16,973	–	–	0.82%	25
2024 Q3	$868K	Sell	16,973 -12	-0.1%	-$608	0.84%	25
2024 Q2	$851K	Hold	16,985	–	–	0.91%	25
2024 Q1	$859K	Hold	16,985	–	–	0.94%	23
2023 Q4	$867K	Hold	16,985	–	–	1.06%	19
2023 Q3	$817K	Hold	16,985	–	–	1.1%	19
2023 Q2	$853K	Sell	16,985 -4,693	-22%	-$236K	1.18%	18
2023 Q1	$1.1M	Sell	21,678 -1,150	-5%	-$57.7K	1.52%	15
2022 Q4	$1.13M	Sell	22,828 -5,752	-20%	-$281K	1.74%	14
2022 Q3	$1.38M	Sell	28,580 -500	-2%	-$25K	2.34%	9
2022 Q2	$1.45M	Hold	29,080	–	–	2.33%	9
2022 Q1	$1.5M	Sell	29,080 -778	-3%	-$41.4K	2.14%	12
2021 Q4	$1.64M	Buy	+29,858	New	+$1.64M	2.24%	12

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

Orcam Financial Group's VTEB Position: Q2 2026 in Review

Orcam Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 72% in Q2 2026, selling an estimated $528K and leaving 4,120 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #98.

Orcam Financial Group first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2021. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Orcam Financial Group held 4,120 shares of Vanguard Tax-Exempt Bond Index Fund worth $208K as of Q2 2026.
Orcam Financial Group sold 10,500 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $528K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Orcam Financial Group's portfolio in Q2 2026, its #98 holding.
Orcam Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
Orcam Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.64M in Q4 2021.
1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.