Sage Rhino Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sage Rhino 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	$323K	Sell	6,394 -35,863	-85%	-$1.8M	0.05%	209
2026 Q1	$2.11M	Buy	42,257 +3,512	+9%	+$177K	0.39%	58
2025 Q4	$1.95M	Sell	38,745 -47	-0.1%	-$2.37K	0.37%	57
2025 Q3	$1.94M	Buy	38,792 +889	+2%	+$43.7K	0.38%	56
2025 Q2	$1.86M	Sell	37,903 -1,891	-5%	-$92.4K	0.39%	55
2025 Q1	$1.97M	Buy	39,794 +2,192	+6%	+$110K	0.46%	50
2024 Q4	$1.88M	Buy	37,602 +12,857	+52%	+$650K	0.41%	52
2024 Q3	$1.26M	Sell	24,745 -412	-2%	-$20.9K	0.28%	68
2024 Q2	$1.26M	Buy	25,157 +605	+2%	+$30.3K	0.3%	71
2024 Q1	$1.24M	Buy	24,552 +1,060	+5%	+$53.7K	0.29%	69
2023 Q4	$1.2M	Sell	23,492 -1,043	-4%	-$51.1K	0.31%	67
2023 Q3	$1.18M	Sell	24,535 -1,222	-5%	-$60.5K	0.33%	64
2023 Q2	$1.29M	Sell	25,757 -301	-1%	-$15.1K	0.36%	59
2023 Q1	$1.32M	Buy	26,058 +2,763	+12%	+$139K	0.38%	54
2022 Q4	$1.15M	Buy	+23,295	New	+$1.14M	0.37%	60

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Rhino Capital's VTEB Position: Q2 2026 in Review

Sage Rhino Capital reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 85% in Q2 2026, selling an estimated $1.8M and leaving 6,394 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #209.

Sage Rhino Capital first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Sage Rhino Capital held 6,394 shares of Vanguard Tax-Exempt Bond Index Fund worth $323K as of Q2 2026.
Sage Rhino Capital sold 35,863 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.8M.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #209 holding.
Sage Rhino Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Sage Rhino Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.11M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.