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TD Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

TD Capital Management’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 		$3.93M Sell
77,736
-10,918
-12% -$549K 0.32% 48
2026
Q1 		$4.42M Sell
88,654
-1,292
-1% -$65.2K 0.4% 43
2025
Q4 		$4.52M Sell
89,946
-360
-0.4% -$18.1K 0.4% 43
2025
Q3 		$4.52M Buy
90,306
+5,095
+6% +$250K 0.41% 42
2025
Q2 		$4.18M Sell
85,211
-1,422
-2% -$69.5K 0.39% 44
2025
Q1 		$4.3M Buy
86,633
+2,939
+4% +$147K 0.44% 42
2024
Q4 		$4.2M Sell
83,694
-15,151
-15% -$766K 0.43% 40
2024
Q3 		$5.05M Buy
98,845
+7,578
+8% +$384K 0.51% 37
2024
Q2 		$4.57M Sell
91,267
-6,564
-7% -$328K 0.48% 38
2024
Q1 		$4.95M Sell
97,831
-12,455
-11% -$631K 0.53% 36
2023
Q4 		$5.63M Buy
110,286
+1,331
+1% +$65.3K 0.64% 32
2023
Q3 		$5.24M Sell
108,955
-7,470
-6% -$370K 0.64% 32
2023
Q2 		$5.85M Buy
116,425
+30,638
+36% +$1.54M 0.7% 31
2023
Q1 		$4.35M Buy
85,787
+5,907
+7% +$297K 0.54% 33
2022
Q4 		$3.95M Sell
79,880
-21,807
-21% -$1.07M 0.52% 33
2022
Q3 		$4.89M Buy
101,687
+34,396
+51% +$1.72M 0.68% 31
2022
Q2 		$3.36M Buy
67,291
+27,214
+68% +$1.36M 0.46% 30
2022
Q1 		$2.07M Buy
40,077
+32,891
+458% +$1.75M 0.25% 37
2021
Q4 		$395K Buy
7,186
+33
+0.5% +$1.81K 0.04% 62
2021
Q3 		$392K Buy
7,153
+6,153
+615% +$340K 0.05% 59
2021
Q2 		$55K Buy
+1,000
New +$55.1K 0.01% 143

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Capital Management's VTEB Position: Q2 2026 in Review

TD Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, selling an estimated $549K and leaving 77,736 shares worth $3.93M. The position accounts for 0.32% of the portfolio, ranked #48.

TD Capital Management first reported a position in VTEB in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.85M in Q2 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • TD Capital Management held 77,736 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.93M as of Q2 2026.
  • TD Capital Management sold 10,918 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $549K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.32% of TD Capital Management's portfolio in Q2 2026, its #48 holding.
  • TD Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 21 quarters since.
  • TD Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.85M in Q2 2023.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.