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WhitTier Trust Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WhitTier Trust Company’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 		$812K Sell
16,113
-3,000
-16% -$151K 0.02% 335
2026
Q1 		$955K Hold
19,113
– – 0.02% 302
2025
Q4 		$964K Buy
19,113
+4,265
+29% +$215K 0.02% 292
2025
Q3 		$742K Hold
14,848
– – 0.02% 315
2025
Q2 		$728K Sell
14,848
-27,320
-65% -$1.33M 0.02% 347
2025
Q1 		$2.09M Sell
42,168
-6,440
-13% -$322K 0.05% 231
2024
Q4 		$2.44M Sell
48,608
-390
-0.8% -$19.7K 0.06% 214
2024
Q3 		$2.5M Sell
48,998
-1,970
-4% -$99.8K 0.06% 213
2024
Q2 		$2.55M Sell
50,968
-5,100
-9% -$255K 0.07% 197
2024
Q1 		$2.84M Buy
56,068
+6,300
+13% +$319K 0.08% 191
2023
Q4 		$2.54M Sell
49,768
-10,855
-18% -$532K 0.08% 192
2023
Q3 		$2.92M Buy
60,623
+29,634
+96% +$1.47M 0.1% 169
2023
Q2 		$1.56M Sell
30,989
-4,642
-13% -$233K 0.05% 242
2023
Q1 		$1.8M Sell
35,631
-45,813
-56% -$2.3M 0.07% 215
2022
Q4 		$4.03M Sell
81,444
-14,988
-16% -$733K 0.16% 138
2022
Q3 		$4.64M Sell
96,432
-70
-0.1% -$3.5K 0.2% 115
2022
Q2 		$4.82M Buy
96,502
+96,002
+19,200% +$4.81M 0.2% 116
2022
Q1 		$26K Hold
500
– – ﹤0.01% 774
2021
Q4 		$27K Hold
500
– – ﹤0.01% 764
2021
Q3 		$27K Hold
500
– – ﹤0.01% 779
2021
Q2 		$28K Hold
500
– – ﹤0.01% 748
2021
Q1 		$27K Hold
500
– – ﹤0.01% 735
2020
Q4 		$28K Hold
500
– – ﹤0.01% 721
2020
Q3 		$27K Hold
500
– – ﹤0.01% 701
2020
Q2 		$27K Hold
500
– – ﹤0.01% 680
2020
Q1 		$26K Sell
500
-4,000
-89% -$214K ﹤0.01% 665
2019
Q4 		$241K Hold
4,500
– – 0.02% 384
2019
Q3 		$241K Hold
4,500
– – 0.02% 383
2019
Q2 		$239K Hold
4,500
– – 0.02% 376
2019
Q1 		$235K Hold
4,500
– – 0.02% 373
2018
Q4 		$230K Hold
4,500
– – 0.02% 364
2018
Q3 		$227K Hold
4,500
– – 0.02% 382
2018
Q2 		$229K Hold
4,500
– – 0.02% 378
2018
Q1 		$229K Hold
4,500
– – 0.02% 363
2017
Q4 		$233K Hold
4,500
– – 0.02% 336
2017
Q3 		$232K Hold
4,500
– – 0.02% 326
2017
Q2 		$231K Hold
4,500
– – 0.02% 326
2017
Q1 		$228K Buy
+4,500
New +$227K 0.02% 331

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

WhitTier Trust Company's VTEB Position: Q2 2026 in Review

WhitTier Trust Company reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, selling an estimated $151K and leaving 16,113 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #335.

WhitTier Trust Company first reported a position in VTEB in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.82M in Q2 2022. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • WhitTier Trust Company held 16,113 shares of Vanguard Tax-Exempt Bond Index Fund worth $812K as of Q2 2026.
  • WhitTier Trust Company sold 3,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $151K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #335 holding.
  • WhitTier Trust Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2017 and has held it in 38 quarters since.
  • WhitTier Trust Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.82M in Q2 2022.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.