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

Verus Capital Partners’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	$343K	Buy	6,779 +109	+2%	+$5.48K	0.02%	366
2026 Q1	$333K	Sell	6,670 -52	-0.8%	-$2.63K	0.02%	335
2025 Q4	$338K	Buy	6,722 +128	+2%	+$6.44K	0.02%	339
2025 Q3	$330K	Buy	6,594 +178	+3%	+$8.75K	0.03%	308
2025 Q2	$315K	Buy	6,416 +92	+1%	+$4.49K	0.03%	285
2025 Q1	$314K	Buy	+6,324	New	+$316K	0.03%	272
2020 Q1	$19K	Sell	355 -561	-61%	-$30K	0.01%	825
2019 Q4	$49K	Buy	+916	New	+$49K	0.02%	613

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

Verus Capital Partners's VTEB Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q2 2026, buying an estimated $5.48K and bringing the position to 6,779 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #366.

Verus Capital Partners first reported a position in VTEB in Q4 2019 and has held it in 8 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Verus Capital Partners held 6,779 shares of Vanguard Tax-Exempt Bond Index Fund worth $343K as of Q2 2026.
Verus Capital Partners bought 109 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.48K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #366 holding.
Verus Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 8 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.