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Rockland Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Rockland Trust’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 		$284K Hold
5,616
– – 0.01% 277
2026
Q1 		$280K Sell
5,616
-834
-13% -$42.1K 0.01% 280
2025
Q4 		$324K Hold
6,450
– – 0.01% 258
2025
Q3 		$323K Sell
6,450
-1,025
-14% -$50.4K 0.01% 255
2025
Q2 		$366K Sell
7,475
-2,240
-23% -$109K 0.02% 203
2025
Q1 		$482K Sell
9,715
-855
-8% -$42.8K 0.02% 179
2024
Q4 		$530K Buy
10,570
+1,300
+14% +$65.7K 0.03% 181
2024
Q3 		$474K Hold
9,270
– – 0.02% 193
2024
Q2 		$465K Sell
9,270
-2,170
-19% -$109K 0.02% 206
2024
Q1 		$579K Sell
11,440
-3,248
-22% -$165K 0.03% 186
2023
Q4 		$750K Sell
14,688
-47,276
-76% -$2.32M 0.04% 166
2023
Q3 		$2.98M Sell
61,964
-18,517
-23% -$917K 0.18% 80
2023
Q2 		$4.04M Buy
80,481
+11,002
+16% +$553K 0.24% 78
2023
Q1 		$3.52M Sell
69,479
-12,489
-15% -$627K 0.22% 78
2022
Q4 		$4.06M Buy
81,968
+7,767
+10% +$380K 0.26% 79
2022
Q3 		$3.57M Buy
74,201
+24,647
+50% +$1.23M 0.25% 80
2022
Q2 		$2.47M Buy
+49,554
New +$2.48M 0.17% 90

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

Rockland Trust's VTEB Position: Q2 2026 in Review

Rockland Trust held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,616 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #277.

Rockland Trust first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.06M in Q4 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Rockland Trust held 5,616 shares of Vanguard Tax-Exempt Bond Index Fund worth $284K as of Q2 2026.
  • Rockland Trust left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #277 holding.
  • Rockland Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Rockland Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.06M in Q4 2022.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.