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Patriot Financial Group Insurance Agency’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$555K Buy
+10,968
New +$551K 0.06% 295
2023
Q4 		– Sell
-4,553
Closed -$219K – 502
2023
Q3 		$219K Buy
+4,553
New +$226K 0.05% 400
2022
Q4 		– Sell
-5,042
Closed -$243K – 452
2022
Q3 		$243K Sell
5,042
-148
-3% -$7.4K 0.06% 339
2022
Q2 		$259K Sell
5,190
-5,953
-53% -$298K 0.05% 331
2022
Q1 		$574K Buy
11,143
+5,698
+105% +$303K 0.1% 214
2021
Q4 		$299K Buy
5,445
+1,360
+33% +$74.5K 0.05% 353
2021
Q3 		$224K Hold
4,085
– – 0.04% 425
2021
Q2 		$226K Buy
4,085
+99
+2% +$5.45K 0.04% 403
2021
Q1 		$218K Buy
3,986
+701
+21% +$38.5K 0.05% 363
2020
Q4 		$181K Buy
3,285
+9
+0.3% +$491 0.05% 368
2020
Q3 		$178K Sell
3,276
-47
-1% -$2.56K 0.06% 288
2020
Q2 		$180K Sell
3,323
-35
-1% -$1.86K 0.07% 250
2020
Q1 		$178K Buy
3,358
+685
+26% +$36.7K 0.08% 228
2019
Q4 		$143K Buy
2,673
+90
+3% +$4.82K 0.05% 272
2019
Q3 		$139K Hold
2,583
– – 0.06% 260
2019
Q2 		$137K Hold
2,583
– – 0.06% 253
2019
Q1 		$135K Hold
2,583
– – 0.07% 218
2018
Q4 		$132K Hold
2,583
– – 0.09% 172
2018
Q3 		$130K Sell
2,583
-1
-0% -$51 0.08% 168
2018
Q2 		$132K Hold
2,584
– – 0.14% 98
2018
Q1 		$131K Buy
2,584
+9
+0.3% +$459 0.1% 181
2017
Q4 		$133K Buy
2,575
+13
+0.5% +$671 0.1% 171
2017
Q3 		$132K Buy
+2,562
New +$132K 0.12% 146

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VTEB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 10,968 shares worth $555K. The stake represents 0.06% of the portfolio and ranks #295 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in VTEB as recently as Q3 2023.

Patriot Financial Group Insurance Agency first reported a position in VTEB in Q3 2017 and has held it in 23 quarters since. The position peaked at $574K in Q1 2022. 1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,968 shares of Vanguard Tax-Exempt Bond Index Fund worth $555K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #295 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2017 and has held it in 23 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Tax-Exempt Bond Index Fund position peaked at $574K in Q1 2022.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.