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

Polaris Investment 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 		$693K Buy
13,705
+78
+0.6% +$3.92K 0.44% 38
2026
Q1 		$680K Sell
13,627
-6,863
-33% -$347K 0.5% 37
2025
Q4 		$1.03M Buy
+20,490
New +$1.03M 0.74% 27

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Polaris Investment Advisors's VTEB Position: Q2 2026 in Review

Polaris Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.57% in Q2 2026, buying an estimated $3.92K and bringing the position to 13,705 shares worth $693K. The position accounts for 0.44% of the portfolio, ranked #38.

Polaris Investment Advisors first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Polaris Investment Advisors held 13,705 shares of Vanguard Tax-Exempt Bond Index Fund worth $693K as of Q2 2026.
  • Polaris Investment Advisors bought 78 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.92K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.44% of Polaris Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Polaris Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.03M in Q4 2025.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.