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

Twele 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 		$1.3M Sell
25,629
-10,637
-29% -$535K 0.21% 24
2026
Q1 		$1.81M Buy
36,266
+897
+3% +$45.3K 0.32% 22
2025
Q4 		$1.78M Buy
35,369
+11,887
+51% +$598K 0.32% 22
2025
Q3 		$1.18M Sell
23,482
-11,166
-32% -$549K 0.22% 24
2025
Q2 		$1.7M Sell
34,648
-1,045
-3% -$51K 0.34% 21
2025
Q1 		$1.77M Sell
35,693
-22
-0.1% -$1.1K 0.38% 20
2024
Q4 		$1.79M Buy
35,715
+1,021
+3% +$51.6K 0.38% 20
2024
Q3 		$1.77M Buy
34,694
+874
+3% +$44.3K 0.37% 20
2024
Q2 		$1.69M Buy
33,820
+3,949
+13% +$198K 0.38% 20
2024
Q1 		$1.51M Sell
29,871
-975
-3% -$49.4K 0.34% 20
2023
Q4 		$1.57M Buy
+30,846
New +$1.51M 0.25% 24

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Twele Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q2 2026, selling an estimated $535K and leaving 25,629 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #24.

Twele Capital Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2026. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Twele Capital Management held 25,629 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.3M as of Q2 2026.
  • Twele Capital Management sold 10,637 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $535K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Twele Capital Management's portfolio in Q2 2026, its #24 holding.
  • Twele Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Twele Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.81M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.