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

Trust Company of Vermont’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	$50.1K	Buy	+990	New	+$49.7K	﹤0.01%	613
2025 Q4	$735K	Hold	14,619	–	–	0.03%	223
2025 Q3	$732K	Hold	14,619	–	–	0.03%	216
2025 Q2	$717K	Buy	14,619 +539	+4%	+$26.3K	0.03%	216
2025 Q1	$699K	Hold	14,080	–	–	0.03%	211
2024 Q4	$706K	Buy	+14,080	New	+$712K	0.03%	213
2024 Q2	–	Sell	-1,720	Closed	-$87K	–	941
2024 Q1	$87K	Buy	1,720 +1,000	+139%	+$50.7K	﹤0.01%	404
2023 Q4	$36.8K	Buy	+720	New	+$35.3K	﹤0.01%	475

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

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 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 Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 990 shares worth $50.1K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in VTEB as recently as Q4 2025.

Trust Company of Vermont first reported a position in VTEB in Q4 2023 and has held it in 8 quarters since. The position peaked at $735K in Q4 2025. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Trust Company of Vermont held 990 shares of Vanguard Tax-Exempt Bond Index Fund worth $50.1K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Trust Company of Vermont position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #613 holding.
Trust Company of Vermont first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 8 quarters since.
Trust Company of Vermont's Vanguard Tax-Exempt Bond Index Fund position peaked at $735K in Q4 2025.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.