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Rossmore Private Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Rossmore Private Capital’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 		$50.6K Hold
1,000
– – ﹤0.01% 336
2026
Q1 		$49.9K Hold
1,000
– – ﹤0.01% 323
2025
Q4 		$50.3K Buy
+1,000
New +$50.3K ﹤0.01% 325

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rossmore Private Capital's VTEB Position: Q2 2026 in Review

Rossmore Private Capital held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 1,000 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Rossmore Private Capital first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 922 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Rossmore Private Capital held 1,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $50.6K as of Q2 2026.
  • Rossmore Private Capital 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 Rossmore Private Capital's portfolio in Q2 2026, its #336 holding.
  • Rossmore Private Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 922 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.