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

Aptus Capital Advisors’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	$10.1M	Buy	200,043 +15,167	+8%	+$762K	0.07%	228
2026 Q1	$9.22M	Sell	184,876 -25,303	-12%	-$1.28M	0.07%	228
2025 Q4	$10.6M	Buy	210,179 +14,802	+8%	+$745K	0.08%	202
2025 Q3	$9.78M	Sell	195,377 -1,245	-0.6%	-$61.2K	0.07%	212
2025 Q2	$9.64M	Buy	196,622 +16,844	+9%	+$823K	0.08%	194
2025 Q1	$8.92M	Sell	179,778 -13,968	-7%	-$699K	0.09%	187
2024 Q4	$9.71M	Buy	193,746 +63,868	+49%	+$3.23M	0.1%	170
2024 Q3	$6.64M	Buy	129,878 +17,484	+16%	+$886K	0.1%	181
2024 Q2	$5.63M	Buy	112,394 +15,379	+16%	+$770K	0.1%	174
2024 Q1	$4.91M	Buy	+97,015	New	+$4.92M	0.09%	184

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's VTEB Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.2% in Q2 2026, buying an estimated $762K and bringing the position to 200,043 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #228.

Aptus Capital Advisors first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Aptus Capital Advisors held 200,043 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.1M as of Q2 2026.
Aptus Capital Advisors bought 15,167 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $762K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #228 holding.
Aptus Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.6M in Q4 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.