True North Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

True North Advisors’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	$376K	Sell	7,430 -4,000	-35%	-$201K	0.04%	213
2026 Q1	$570K	Buy	11,430 +4,000	+54%	+$202K	0.07%	154
2025 Q4	$374K	Buy	+7,430	New	+$374K	0.05%	188
2025 Q2	–	Sell	-6,112	Closed	-$303K	–	254
2025 Q1	$303K	Buy	+6,112	New	+$306K	0.05%	190
2024 Q1	–	Sell	-4,986	Closed	-$255K	–	219
2023 Q4	$255K	Buy	+4,986	New	+$244K	0.07%	156

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

True North Advisors's VTEB Position: Q2 2026 in Review

True North Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q2 2026, selling an estimated $201K and leaving 7,430 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #213.

True North Advisors first reported a position in VTEB in Q4 2023 and has held it in 5 quarters since. The position peaked at $570K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

True North Advisors held 7,430 shares of Vanguard Tax-Exempt Bond Index Fund worth $376K as of Q2 2026.
True North Advisors sold 4,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $201K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of True North Advisors's portfolio in Q2 2026, its #213 holding.
True North Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 5 quarters since.
True North Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $570K in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.