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 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

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

Spinnaker Investment Group's VTEB Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.27% in Q2 2026, buying an estimated $553 and bringing the position to 4,087 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #176.

Spinnaker Investment Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q2 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Spinnaker Investment Group held 4,087 shares of Vanguard Tax-Exempt Bond Index Fund worth $207K as of Q2 2026.
Spinnaker Investment Group bought 11 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $553.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Spinnaker Investment Group's portfolio in Q2 2026, its #176 holding.
Spinnaker Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Spinnaker Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $660K in Q2 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.