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

Rockwood 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	$2.61M	Sell	51,601 -40	-0.1%	-$2.01K	0.16%	25
2026 Q1	$2.58M	Sell	51,641 -2,968	-5%	-$150K	0.18%	23
2025 Q4	$2.75M	Buy	54,609 +2,589	+5%	+$130K	0.2%	23
2025 Q3	$2.6M	Sell	52,020 -9,588	-16%	-$471K	0.21%	22
2025 Q2	$3.02M	Sell	61,608 -45,969	-43%	-$2.25M	0.27%	21
2025 Q1	$5.34M	Sell	107,577 -74,272	-41%	-$3.72M	0.54%	13
2024 Q4	$9.12M	Sell	181,849 -535,764	-75%	-$27.1M	0.98%	13
2024 Q3	$36.7M	Buy	717,613 +76,379	+12%	+$3.87M	4.04%	5
2024 Q2	$32.1M	Buy	641,234 +61,166	+11%	+$3.06M	3.91%	6
2024 Q1	$29.4M	Buy	580,068 +85,971	+17%	+$4.36M	3.79%	6
2023 Q4	$25.2M	Sell	494,097 -72,861	-13%	-$3.57M	3.69%	6
2023 Q3	$27.3M	Buy	566,958 +50,267	+10%	+$2.49M	4.58%	4
2023 Q2	$25.9M	Buy	516,691 +73,605	+17%	+$3.7M	4.45%	5
2023 Q1	$22.4M	Buy	443,086 +84,164	+23%	+$4.22M	4.43%	6
2022 Q4	$17.8M	Buy	358,922 +69,108	+24%	+$3.38M	4.15%	6
2022 Q3	$14M	Buy	289,814 +282,092	+3,653%	+$14.1M	4.46%	5
2022 Q2	$385K	Sell	7,722 -417	-5%	-$20.9K	0.18%	45
2022 Q1	$420K	Buy	+8,139	New	+$433K	0.2%	45

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Rockwood Wealth Management's VTEB Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.08% in Q2 2026, selling an estimated $2.01K and leaving 51,601 shares worth $2.61M. The position accounts for 0.16% of the portfolio, ranked #25.

Rockwood Wealth Management first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $36.7M in Q3 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Rockwood Wealth Management held 51,601 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.61M as of Q2 2026.
Rockwood Wealth Management sold 40 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.01K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Rockwood Wealth Management's portfolio in Q2 2026, its #25 holding.
Rockwood Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
Rockwood Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $36.7M in Q3 2024.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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