Umpqua Bank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Umpqua Bank’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	$1.03M	Hold	20,330	–	–	0.23%	87
2026 Q1	$1.01M	Hold	20,330	–	–	0.29%	82
2025 Q4	$1.02M	Hold	20,330	–	–	0.28%	81
2025 Q3	$1.02M	Sell	20,330 -100	-0.5%	-$4.92K	0.29%	84
2025 Q2	$999K	Hold	20,430	–	–	0.3%	81
2025 Q1	$1.01M	Hold	20,430	–	–	0.35%	78
2024 Q4	$1.01M	Hold	20,430	–	–	0.35%	76
2024 Q3	$1.04M	Hold	20,430	–	–	0.38%	72
2024 Q2	$1.02M	Sell	20,430 -4,815	-19%	-$241K	0.4%	69
2024 Q1	$1.28M	Buy	+25,245	New	+$1.28M	0.52%	58

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

Umpqua Bank's VTEB Position: Q2 2026 in Review

Umpqua Bank held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 20,330 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #87.

Umpqua Bank first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q1 2024. 1,389 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Umpqua Bank held 20,330 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.03M as of Q2 2026.
Umpqua Bank left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Umpqua Bank's portfolio in Q2 2026, its #87 holding.
Umpqua Bank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.28M in Q1 2024.
1,389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.