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Trust Company of Toledo’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Trust Company of Toledo’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 		$63.2K Sell
1,250
-3,296
-73% -$166K 0.01% 441
2026
Q1 		$227K Buy
4,546
+2,896
+176% +$146K 0.02% 277
2025
Q4 		$83K Sell
1,650
-2,500
-60% -$126K 0.01% 362
2025
Q3 		$208K Buy
4,150
+2,900
+232% +$143K 0.02% 279
2025
Q2 		$61.3K Buy
+1,250
New +$61.1K 0.01% 385

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Trust Company of Toledo's VTEB Position: Q2 2026 in Review

Trust Company of Toledo reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 73% in Q2 2026, selling an estimated $166K and leaving 1,250 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #441.

Trust Company of Toledo first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $227K in Q1 2026. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Trust Company of Toledo held 1,250 shares of Vanguard Tax-Exempt Bond Index Fund worth $63.2K as of Q2 2026.
  • Trust Company of Toledo sold 3,296 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $166K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #441 holding.
  • Trust Company of Toledo first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Trust Company of Toledo's Vanguard Tax-Exempt Bond Index Fund position peaked at $227K in Q1 2026.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.