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Robertson Stephens Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Robertson Stephens Wealth Management’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 		$3.02M Buy
59,616
+1,715
+3% +$86.2K 0.07% 173
2026
Q1 		$2.89M Buy
57,901
+6,075
+12% +$307K 0.08% 169
2025
Q4 		$2.61M Buy
51,826
+7,678
+17% +$386K 0.07% 187
2025
Q3 		$2.21M Sell
44,148
-31,887
-42% -$1.57M 0.07% 174
2025
Q2 		$3.73M Sell
76,035
-36,804
-33% -$1.8M 0.12% 128
2025
Q1 		$5.6M Sell
112,839
-12,335
-10% -$617K 0.19% 97
2024
Q4 		$6.27M Buy
125,174
+20,323
+19% +$1.03M 0.22% 88
2024
Q3 		$5.36M Buy
104,851
+36,384
+53% +$1.84M 0.19% 106
2024
Q2 		$3.43M Buy
68,467
+57,982
+553% +$2.9M 0.17% 108
2024
Q1 		$531K Sell
10,485
-27
-0.3% -$1.37K 0.03% 336
2023
Q4 		$537K Sell
10,512
-140
-1% -$6.87K 0.03% 302
2023
Q3 		$512K Buy
+10,652
New +$528K 0.03% 302
2023
Q2 		– Sell
-8,051
Closed -$408K – 458
2023
Q1 		$408K Buy
8,051
+7
+0.1% +$351 0.03% 318
2022
Q4 		$398K Buy
8,044
+3,830
+91% +$187K 0.04% 290
2022
Q3 		$202K Sell
4,214
-8,532
-67% -$426K 0.02% 344
2022
Q2 		$636K Buy
+12,746
New +$639K 0.06% 214

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

Robertson Stephens Wealth Management's VTEB Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3% in Q2 2026, buying an estimated $86.2K and bringing the position to 59,616 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #173.

Robertson Stephens Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.27M in Q4 2024. 738 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Robertson Stephens Wealth Management held 59,616 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.02M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,715 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $86.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.27M in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.