Sellwood Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sellwood Investment Partners’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	$3.63M	Buy	71,720 +5,003	+7%	+$251K	1.28%	15
2026 Q1	$3.33M	Buy	66,717 +403	+0.6%	+$20.3K	1.31%	14
2025 Q4	$3.33M	Buy	66,314 +8,228	+14%	+$414K	1.3%	15
2025 Q3	$2.91M	Buy	58,086 +4,503	+8%	+$221K	1.16%	16
2025 Q2	$2.63M	Sell	53,583 -5,150	-9%	-$252K	1.26%	12
2025 Q1	$2.91M	Buy	58,733 +10,669	+22%	+$534K	1.52%	12
2024 Q4	$2.41M	Buy	+48,064	New	+$2.43M	1.3%	12

Other funds holding VTEB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

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 Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Sellwood Investment Partners's VTEB Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.5% in Q2 2026, buying an estimated $251K and bringing the position to 71,720 shares worth $3.63M. The position accounts for 1.28% of the portfolio, ranked #15.

Sellwood Investment Partners first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Sellwood Investment Partners held 71,720 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.63M as of Q2 2026.
Sellwood Investment Partners bought 5,003 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $251K.
Vanguard Tax-Exempt Bond Index Fund made up 1.28% of Sellwood Investment Partners's portfolio in Q2 2026, its #15 holding.
Sellwood Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.