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Perennial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Perennial Advisors’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 		$1.14M Sell
22,597
-401
-2% -$20.1K 0.18% 78
2026
Q1 		$1.15M Buy
22,998
+361
+2% +$18.2K 0.2% 70
2025
Q4 		$1.14M Sell
22,637
-95
-0.4% -$4.78K 0.19% 65
2025
Q3 		$1.14M Sell
22,732
-631
-3% -$31K 0.2% 66
2025
Q2 		$1.15M Sell
23,363
-2,687
-10% -$131K 0.21% 63
2025
Q1 		$1.29M Sell
26,050
-1,020
-4% -$51K 0.26% 59
2024
Q4 		$1.36M Buy
+27,070
New +$1.37M 0.3% 59
2024
Q2 		$1.57M Buy
31,372
+804
+3% +$40.2K 0.35% 58
2024
Q1 		$1.55M Buy
30,568
+204
+0.7% +$10.3K 0.36% 59
2023
Q4 		$1.55M Buy
30,364
+454
+2% +$22.3K 0.38% 58
2023
Q3 		$1.44M Buy
29,910
+992
+3% +$49.1K 0.39% 57
2023
Q2 		$1.45M Buy
28,918
+2,556
+10% +$128K 0.37% 58
2023
Q1 		$1.34M Buy
26,362
+4,550
+21% +$228K 0.38% 56
2022
Q4 		$1.08M Buy
21,812
+3,412
+19% +$167K 0.34% 53
2022
Q3 		$886K Buy
+18,400
New +$920K 0.29% 55

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

Perennial Advisors's VTEB Position: Q2 2026 in Review

Perennial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.7% in Q2 2026, selling an estimated $20.1K and leaving 22,597 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #78.

Perennial Advisors first reported a position in VTEB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q2 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Perennial Advisors held 22,597 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.14M as of Q2 2026.
  • Perennial Advisors sold 401 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $20.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Perennial Advisors's portfolio in Q2 2026, its #78 holding.
  • Perennial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 15 quarters since.
  • Perennial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.57M in Q2 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.