Truepoint Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Truepoint Inc’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	$2.31M	Sell	45,589 -215	-0.5%	-$10.8K	0.05%	56
2026 Q1	$2.29M	Hold	45,804	–	–	0.05%	54
2025 Q4	$2.3M	Hold	45,804	–	–	0.05%	56
2025 Q3	$2.29M	Buy	45,804 +215	+0.5%	+$10.6K	0.05%	53
2025 Q2	$2.24M	Buy	45,589 +20,408	+81%	+$997K	0.06%	48
2025 Q1	$1.25M	Buy	25,181 +21,067	+512%	+$1.05M	0.03%	63
2024 Q4	$206K	Buy	+4,114	New	+$208K	0.01%	127
2024 Q1	–	Sell	-31,620	Closed	-$1.61M	–	241
2023 Q4	$1.61M	Hold	31,620	–	–	0.05%	60
2023 Q3	$1.52M	Hold	31,620	–	–	0.05%	64
2023 Q2	$1.59M	Sell	31,620 -570	-2%	-$28.6K	0.05%	56
2023 Q1	$1.63M	Sell	32,190 -1,615	-5%	-$81.1K	0.06%	53
2022 Q4	$1.67M	Buy	+33,805	New	+$1.65M	0.06%	55

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

Truepoint Inc's VTEB Position: Q2 2026 in Review

Truepoint Inc reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.47% in Q2 2026, selling an estimated $10.8K and leaving 45,589 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #56.

Truepoint Inc first reported a position in VTEB in Q4 2022 and has held it in 12 quarters since. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Truepoint Inc held 45,589 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.31M as of Q2 2026.
Truepoint Inc sold 215 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.8K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Truepoint Inc's portfolio in Q2 2026, its #56 holding.
Truepoint Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 12 quarters since.
1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.