Rose Capital Advisors LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Rose Capital Advisors LLC’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	$295K	Buy	+5,827	New	+$293K	0.15%	86

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Rose Capital Advisors LLC's VTEB Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,827 shares worth $295K. The stake represents 0.15% of the portfolio and ranks #86 among its holdings.

983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Rose Capital Advisors LLC held 5,827 shares of Vanguard Tax-Exempt Bond Index Fund worth $295K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Rose Capital Advisors LLC position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #86 holding.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.