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

Wedmont Private 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 		$109M Buy
2,167,958
+580,171
+37% +$29.2M 2.99% 7
2026
Q1 		$79.6M Buy
1,587,787
+265,487
+20% +$13.4M 2.57% 9
2025
Q4 		$66.8M Buy
1,322,300
+118,277
+10% +$5.95M 2.32% 10
2025
Q3 		$60.3M Sell
1,204,023
-123,664
-9% -$6.08M 2.24% 10
2025
Q2 		$65M Sell
1,327,687
-38,058
-3% -$1.86M 2.77% 9
2025
Q1 		$65.7M Buy
1,365,745
+150,087
+12% +$7.51M 3.37% 8
2024
Q4 		$60.4M Buy
1,215,658
+154,000
+15% +$7.79M 3.19% 8
2024
Q3 		$54M Buy
1,061,658
+153,051
+17% +$7.76M 3.08% 7
2024
Q2 		$45.9M Buy
908,607
+141,155
+18% +$7.06M 2.89% 9
2024
Q1 		$38.5M Buy
767,452
+101,667
+15% +$5.15M 2.81% 8
2023
Q4 		$33.9M Buy
665,785
+158,858
+31% +$7.79M 2.78% 9
2023
Q3 		$24.2M Buy
506,927
+80,326
+19% +$3.98M 2.45% 8
2023
Q2 		$21.4M Buy
426,601
+139,288
+48% +$7M 2.3% 9
2023
Q1 		$14.6M Buy
287,313
+13,856
+5% +$696K 1.93% 11
2022
Q4 		$13.7M Sell
273,457
-97,046
-26% -$4.74M 2.05% 10
2022
Q3 		$17.8M Buy
370,503
+92,206
+33% +$4.61M 3.58% 5
2022
Q2 		$13.9M Buy
278,297
+132,825
+91% +$6.66M 3% 7
2022
Q1 		$7.49M Sell
145,472
-3,135
-2% -$167K 1.67% 10
2021
Q4 		$8.1M Buy
+148,607
New +$8.14M 2.5% 8

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Wedmont Private Capital's VTEB Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 37% in Q2 2026, buying an estimated $29.2M and bringing the position to 2,167,958 shares worth $109M. The position accounts for 2.99% of the portfolio, ranked #7.

Wedmont Private Capital first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Wedmont Private Capital held 2,167,958 shares of Vanguard Tax-Exempt Bond Index Fund worth $109M as of Q2 2026.
  • Wedmont Private Capital bought 580,171 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $29.2M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.99% of Wedmont Private Capital's portfolio in Q2 2026, its #7 holding.
  • Wedmont Private Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.