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

AlphaStar Capital Management’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
2025 Q3	–	Sell	-4,170	Closed	-$204K	–	362
2025 Q2	$204K	Buy	+4,170	New	+$204K	0.01%	349
2024 Q4	–	Sell	-19,308	Closed	-$987K	–	381
2024 Q3	$987K	Buy	19,308 +12,778	+196%	+$648K	0.08%	163
2024 Q2	$327K	Buy	+6,530	New	+$327K	0.03%	236
2024 Q1	–	Sell	-14,964	Closed	-$764K	–	318
2023 Q4	$764K	Buy	+14,964	New	+$734K	0.07%	137
2022 Q3	–	Sell	-4,600	Closed	-$230K	–	372
2022 Q2	$230K	Buy	+4,600	New	+$231K	0.02%	306

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AlphaStar Capital Management's VTEB Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 4,170 shares — an estimated $204K sold.

AlphaStar Capital Management first reported a position in VTEB in Q2 2022 and held it in 5 quarters. The position peaked at $987K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

AlphaStar Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 4,170 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $204K.
AlphaStar Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 5 quarters.
AlphaStar Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $987K in Q3 2024.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.