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Patriot Investment Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Patriot Investment Management 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 		$5.97M Buy
117,960
+5,346
+5% +$269K 0.35% 41
2026
Q1 		$5.62M Buy
112,614
+11,527
+11% +$582K 0.36% 41
2025
Q4 		$5.08M Buy
101,087
+1,351
+1% +$68K 0.32% 43
2025
Q3 		$4.99M Sell
99,736
-7,477
-7% -$367K 0.33% 42
2025
Q2 		$5.26M Buy
107,213
+7,247
+7% +$354K 0.36% 41
2025
Q1 		$4.96M Buy
99,966
+5,568
+6% +$279K 0.37% 39
2024
Q4 		$4.73M Sell
94,398
-12,965
-12% -$655K 0.35% 43
2024
Q3 		$5.49M Buy
107,363
+5,994
+6% +$304K 0.4% 38
2024
Q2 		$5.08M Buy
101,369
+10,076
+11% +$504K 0.4% 41
2024
Q1 		$4.62M Buy
91,293
+2,510
+3% +$127K 0.37% 41
2023
Q4 		$4.53M Buy
88,783
+83,483
+1,575% +$4.09M 0.39% 40
2023
Q3 		$255K Hold
5,300
– – 0.02% 210
2023
Q2 		$266K Hold
5,300
– – 0.02% 215
2023
Q1 		$268K Hold
5,300
– – 0.02% 216
2022
Q4 		$269K Buy
5,300
+1,000
+23% +$48.9K 0.02% 218
2022
Q3 		$207K Hold
4,300
– – 0.02% 229
2022
Q2 		$214K Buy
+4,300
New +$216K 0.02% 229
2020
Q3 		– Sell
-937
Closed -$50.8K – 639
2020
Q2 		$50.8K Buy
+937
New +$49.9K 0.01% 329

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Patriot Investment Management Group's VTEB Position: Q2 2026 in Review

Patriot Investment Management Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.7% in Q2 2026, buying an estimated $269K and bringing the position to 117,960 shares worth $5.97M. The position accounts for 0.35% of the portfolio, ranked #41.

Patriot Investment Management Group first reported a position in VTEB in Q2 2020 and has held it in 18 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Patriot Investment Management Group held 117,960 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.97M as of Q2 2026.
  • Patriot Investment Management Group bought 5,346 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $269K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of Patriot Investment Management Group's portfolio in Q2 2026, its #41 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 18 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.