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Spinnaker Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Spinnaker Investment Group’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
Q3 		– Sell
-4,087
Closed -$207K – 188
2026
Q2 		$207K Buy
4,087
+11
+0.3% +$553 0.03% 176
2026
Q1 		$203K Sell
4,076
-32
-0.8% -$1.62K 0.04% 140
2025
Q4 		$207K Hold
4,108
– – 0.04% 160
2025
Q3 		$206K Sell
4,108
-605
-13% -$29.7K 0.04% 148
2025
Q2 		$231K Sell
4,713
-1,132
-19% -$55.3K 0.05% 90
2025
Q1 		$290K Buy
5,845
+25
+0.4% +$1.25K 0.07% 84
2024
Q4 		$292K Sell
5,820
-6,251
-52% -$316K 0.07% 80
2024
Q3 		$617K Sell
12,071
-1,093
-8% -$55.4K 0.15% 49
2024
Q2 		$660K Buy
13,164
+129
+1% +$6.46K 0.18% 41
2024
Q1 		$660K Buy
13,035
+125
+1% +$6.34K 0.19% 43
2023
Q4 		$659K Buy
+12,910
New +$633K 0.2% 38

Other funds holding VTEB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Spinnaker Investment Group's VTEB Position: Q3 2026 in Review

Spinnaker Investment Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 4,087 shares — an estimated $207K sold.

Spinnaker Investment Group first reported a position in VTEB in Q4 2023 and held it in 11 quarters. The position peaked at $660K in Q2 2024. 141 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Spinnaker Investment Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
  • Spinnaker Investment Group sold 4,087 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $207K.
  • Spinnaker Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 11 quarters.
  • Spinnaker Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $660K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.