Robinswood Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Robinswood Financial’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	$341K	Buy	6,746 +1,613	+31%	+$81.1K	0.1%	60
2026 Q1	$256K	Buy	5,133 +1,591	+45%	+$80.3K	0.08%	65
2025 Q4	$178K	Hold	3,542	–	–	0.06%	80
2025 Q3	$177K	Hold	3,542	–	–	0.06%	79
2025 Q2	$174K	Hold	3,542	–	–	0.06%	81
2025 Q1	$176K	Hold	3,542	–	–	0.07%	71
2024 Q4	$178K	Hold	3,542	–	–	0.07%	69
2024 Q3	$181K	Hold	3,542	–	–	0.07%	69
2024 Q2	$177K	Hold	3,542	–	–	0.07%	65
2024 Q1	$178K	Sell	3,542 -196	-5%	-$9.94K	0.08%	55
2023 Q4	$191K	Buy	3,738 +3,638	+3,638%	+$178K	0.08%	54
2023 Q3	$4.81K	Hold	100	–	–	﹤0.01%	188
2023 Q2	$5.02K	Buy	+100	New	+$5.02K	﹤0.01%	168

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Robinswood Financial's VTEB Position: Q2 2026 in Review

Robinswood Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 31% in Q2 2026, buying an estimated $81.1K and bringing the position to 6,746 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #60.

Robinswood Financial first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Robinswood Financial held 6,746 shares of Vanguard Tax-Exempt Bond Index Fund worth $341K as of Q2 2026.
Robinswood Financial bought 1,613 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $81.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Robinswood Financial's portfolio in Q2 2026, its #60 holding.
Robinswood Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.