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American Capital Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

American Capital Advisory’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 		$607 Hold
12
– – ﹤0.01% 909
2026
Q1 		$599 Hold
12
– – ﹤0.01% 808
2025
Q4 		$604 Hold
12
– – ﹤0.01% 714
2025
Q3 		$601 Buy
+12
New +$590 ﹤0.01% 640

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Capital Advisory's VTEB Position: Q2 2026 in Review

American Capital Advisory held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 12 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #909.

American Capital Advisory first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • American Capital Advisory held 12 shares of Vanguard Tax-Exempt Bond Index Fund worth $607 as of Q2 2026.
  • American Capital Advisory left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #909 holding.
  • American Capital Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.