RFO
VTEB icon

RiverGlades Family Offices’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RiverGlades Family Offices’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 		$4.92M Buy
97,259
+36,795
+61% +$1.85M 2.26% 12
2026
Q1 		$3.02M Buy
+60,464
New +$3.05M 1.77% 13
2025
Q3 		$2.74M Sell
54,808
-18,690
-25% -$919K 1.68% 13
2025
Q2 		$3.6M Buy
73,498
+2,045
+3% +$99.9K 2.36% 11
2025
Q1 		$3.55M Sell
71,453
-1,244
-2% -$62.2K 2.55% 10
2024
Q4 		$3.64M Buy
72,697
+25,950
+56% +$1.31M 2.6% 10
2024
Q3 		$2.39M Buy
46,747
+1,176
+3% +$59.6K 1.71% 15
2024
Q2 		$2.28M Sell
45,571
-100
-0.2% -$5K 1.78% 13
2024
Q1 		$2.3M Sell
45,671
-1,100
-2% -$55.8K 1.83% 11
2023
Q4 		$2.37M Sell
46,771
-4,279
-8% -$210K 1.92% 11
2023
Q3 		$2.46M Buy
51,050
+3,225
+7% +$160K 2.16% 11
2023
Q2 		$2.4M Buy
47,825
+2,310
+5% +$116K 2.14% 10
2023
Q1 		$2.31M Sell
45,515
-5,250
-10% -$264K 2.12% 10
2022
Q4 		$2.51M Buy
+50,765
New +$2.48M 2.31% 10
2022
Q2 		$2.84M Sell
56,875
-8,055
-12% -$404K 2.63% 10
2022
Q1 		$3.35M Buy
64,930
+950
+1% +$50.6K 2.53% 10
2021
Q4 		$3.51M Hold
63,980
– – 2.55% 10
2021
Q3 		$3.5M Sell
63,980
-285
-0.4% -$15.8K 2.74% 9
2021
Q2 		$3.55M Hold
64,265
– – 2.75% 9
2021
Q1 		$3.51M Sell
64,265
-975
-1% -$53.6K 2.85% 9
2020
Q4 		$3.6M Buy
65,240
+1,575
+2% +$86K 3.05% 9
2020
Q3 		$3.47M Buy
63,665
+640
+1% +$34.9K 3.31% 8
2020
Q2 		$3.41M Sell
63,025
-910
-1% -$48.5K 3.49% 8
2020
Q1 		$3.38M Buy
63,935
+2,025
+3% +$108K 3.6% 8
2019
Q4 		$3.31M Buy
61,910
+215
+0.3% +$11.5K 2.86% 9
2019
Q3 		$3.31M Buy
61,695
+1,100
+2% +$58.9K 2.96% 9
2019
Q2 		$3.22M Buy
+60,595
New +$3.18M 2.87% 9
2019
Q1 		– Hold
0
– – – 9
2018
Q3 		– Hold
0
– – – 9
2018
Q2 		– Hold
0
– – – 9
2018
Q1 		– Sell
-101,490
Closed -$5.17M – 8
2017
Q4 		$5.24M Buy
+101,490
New +$5.24M 4.3% 9

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RiverGlades Family Offices's VTEB Position: Q2 2026 in Review

RiverGlades Family Offices increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 61% in Q2 2026, buying an estimated $1.85M and bringing the position to 97,259 shares worth $4.92M. The position accounts for 2.26% of the portfolio, ranked #12.

RiverGlades Family Offices first reported a position in VTEB in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.24M in Q4 2017. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • RiverGlades Family Offices held 97,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.92M as of Q2 2026.
  • RiverGlades Family Offices bought 36,795 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.85M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.26% of RiverGlades Family Offices's portfolio in Q2 2026, its #12 holding.
  • RiverGlades Family Offices first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 28 quarters since.
  • RiverGlades Family Offices's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.24M in Q4 2017.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.