Spurstone Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Spurstone Advisory Services’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	$7.12K	Buy	141 +136	+2,720%	+$6.83K	0.1%	45
2026 Q1	$249	Sell	5 -27	-84%	-$1.36K	﹤0.01%	70
2025 Q4	$1.61K	Hold	32	–	–	0.03%	64
2025 Q3	$1.6K	Hold	32	–	–	0.02%	82
2025 Q2	$1.57K	Sell	32 -1,091	-97%	-$53.3K	0.02%	105
2025 Q1	$55.7K	Buy	1,123 +1,091	+3,409%	+$54.6K	1.08%	16
2024 Q4	$1.6K	Buy	+32	New	+$1.62K	0.03%	62

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

Spurstone Advisory Services's VTEB Position: Q2 2026 in Review

Spurstone Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2,720% in Q2 2026, buying an estimated $6.83K and bringing the position to 141 shares worth $7.12K. The position accounts for 0.1% of the portfolio, ranked #45.

Spurstone Advisory Services first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.7K in Q1 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Spurstone Advisory Services held 141 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.12K as of Q2 2026.
Spurstone Advisory Services bought 136 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.83K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Spurstone Advisory Services's portfolio in Q2 2026, its #45 holding.
Spurstone Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $55.7K in Q1 2025.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.