Aspire Private Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Aspire Private Capital’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	$3.55M	Sell	70,092 -13,475	-16%	-$677K	0.73%	36
2026 Q1	$4.17M	Sell	83,567 -2,466	-3%	-$125K	0.94%	28
2025 Q4	$4.33M	Sell	86,033 -10,643	-11%	-$536K	0.96%	28
2025 Q3	$4.84M	Sell	96,676 -52,103	-35%	-$2.56M	1.06%	26
2025 Q2	$7.29M	Sell	148,779 -71,033	-32%	-$3.47M	1.7%	11
2025 Q1	$10.9M	Sell	219,812 -147,253	-40%	-$7.37M	2.71%	9
2024 Q4	$18.4M	Buy	367,065 +17,153	+5%	+$867K	4.56%	5
2024 Q3	$17.9M	Buy	349,912 +37,886	+12%	+$1.92M	4.26%	6
2024 Q2	$15.6M	Buy	312,026 +11,833	+4%	+$592K	4.03%	6
2024 Q1	$15.2M	Buy	300,193 +60,716	+25%	+$3.08M	4%	6
2023 Q4	$12.2M	Buy	239,477 +17,260	+8%	+$846K	3.62%	7
2023 Q3	$10.7M	Buy	222,217 +17,016	+8%	+$843K	3.48%	8
2023 Q2	$10.3M	Buy	205,201 +31,393	+18%	+$1.58M	3.28%	8
2023 Q1	$8.81M	Buy	173,808 +22,742	+15%	+$1.14M	2.92%	9
2022 Q4	$7.48M	Buy	151,066 +12,362	+9%	+$604K	2.68%	11
2022 Q3	$6.68M	Buy	138,704 +2,031	+1%	+$102K	2.54%	10
2022 Q2	$6.82M	Buy	136,673 +5,002	+4%	+$251K	2.44%	11
2022 Q1	$6.79M	Buy	131,671 +16,923	+15%	+$901K	2.17%	12
2021 Q4	$6.3M	Buy	114,748 +5,191	+5%	+$284K	1.97%	13
2021 Q3	$6M	Buy	109,557 +7,072	+7%	+$391K	2%	14
2021 Q2	$5.67M	Buy	102,485 +4,583	+5%	+$253K	1.82%	15
2021 Q1	$5.35M	Buy	97,902 +5,973	+6%	+$328K	1.87%	17
2020 Q4	$5.07M	Buy	91,929 +6,626	+8%	+$362K	1.94%	14
2020 Q3	$4.64M	Buy	85,303 +5,972	+8%	+$326K	1.9%	15
2020 Q2	$4.29M	Sell	79,331 -379	-0.5%	-$20.2K	2%	15
2020 Q1	$4.22M	Buy	79,710 +2,906	+4%	+$156K	2.29%	14
2019 Q4	$4.11M	Buy	76,804 +8,626	+13%	+$462K	1.78%	15
2019 Q3	$3.66M	Buy	68,178 +8,885	+15%	+$476K	1.74%	16
2019 Q2	$3.15M	Buy	59,293 +9,168	+18%	+$482K	1.5%	16
2019 Q1	$2.61M	Buy	50,125 +16,176	+48%	+$832K	1.32%	19
2018 Q4	$1.73M	Buy	+33,949	New	+$1.71M	1%	29

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

Aspire Private Capital's VTEB Position: Q2 2026 in Review

Aspire Private Capital reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, selling an estimated $677K and leaving 70,092 shares worth $3.55M. The position accounts for 0.73% of the portfolio, ranked #36.

Aspire Private Capital first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.4M in Q4 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Aspire Private Capital held 70,092 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.55M as of Q2 2026.
Aspire Private Capital sold 13,475 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $677K.
Vanguard Tax-Exempt Bond Index Fund made up 0.73% of Aspire Private Capital's portfolio in Q2 2026, its #36 holding.
Aspire Private Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
Aspire Private Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.4M in Q4 2024.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.