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

Veery Capital’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 		$776K Buy
15,349
+110
+0.7% +$5.53K 0.21% 40
2026
Q1 		$760K Buy
15,239
+689
+5% +$34.8K 0.23% 40
2025
Q4 		$732K Buy
14,550
+173
+1% +$8.71K 0.22% 42
2025
Q3 		$720K Buy
14,377
+870
+6% +$42.8K 0.23% 42
2025
Q2 		$662K Buy
13,507
+2,438
+22% +$119K 0.23% 43
2025
Q1 		$549K Buy
11,069
+32
+0.3% +$1.6K 0.21% 42
2024
Q4 		$553K Sell
11,037
-1,503
-12% -$76K 0.21% 43
2024
Q3 		$641K Buy
12,540
+13
+0.1% +$659 0.24% 41
2024
Q2 		$628K Sell
12,527
-2,414
-16% -$121K 0.25% 38
2024
Q1 		$756K Sell
14,941
-25,037
-63% -$1.27M 0.31% 33
2023
Q4 		$2.04M Buy
39,978
+25,047
+168% +$1.23M 0.91% 20
2023
Q3 		$718K Sell
14,931
-2,981
-17% -$148K 0.35% 40
2023
Q2 		$900K Sell
17,912
-9,427
-34% -$474K 0.42% 33
2023
Q1 		$1.38M Sell
27,339
-912
-3% -$45.8K 0.74% 24
2022
Q4 		$1.4M Buy
28,251
+41
+0.1% +$2K 0.83% 22
2022
Q3 		$1.36M Buy
28,210
+141
+0.5% +$7.05K 0.87% 22
2022
Q2 		$1.4M Sell
28,069
-714
-2% -$35.8K 0.86% 22
2022
Q1 		$1.48M Buy
28,783
+2,400
+9% +$128K 0.82% 23
2021
Q4 		$1.45M Buy
26,383
+55
+0.2% +$3.01K 0.76% 23
2021
Q3 		$1.44M Sell
26,328
-260
-1% -$14.4K 0.82% 23
2021
Q2 		$1.47M Buy
26,588
+649
+3% +$35.8K 0.86% 23
2021
Q1 		$1.42M Buy
25,939
+2,089
+9% +$115K 0.9% 23
2020
Q4 		$1.32M Buy
+23,850
New +$1.3M 0.89% 23

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

Veery Capital's VTEB Position: Q2 2026 in Review

Veery Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.72% in Q2 2026, buying an estimated $5.53K and bringing the position to 15,349 shares worth $776K. The position accounts for 0.21% of the portfolio, ranked #40.

Veery Capital first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q4 2023. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Veery Capital held 15,349 shares of Vanguard Tax-Exempt Bond Index Fund worth $776K as of Q2 2026.
  • Veery Capital bought 110 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.53K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Veery Capital's portfolio in Q2 2026, its #40 holding.
  • Veery Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Veery Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.04M in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.