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

Avestar 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 Q3	–	Sell	-9,227	Closed	-$467K	–	606
2026 Q2	$467K	Buy	9,227 +2	+0%	+$101	0.03%	392
2026 Q1	$460K	Hold	9,225	–	–	0.03%	368
2025 Q4	$464K	Buy	9,225 +349	+4%	+$17.6K	0.03%	351
2025 Q3	$444K	Buy	8,876 +1,117	+14%	+$54.9K	0.03%	357
2025 Q2	$380K	Buy	+7,759	New	+$379K	0.03%	358
2023 Q2	–	Sell	-6,550	Closed	-$332K	–	366
2023 Q1	$332K	Buy	6,550 +46	+0.7%	+$2.31K	0.06%	212
2022 Q4	$322K	Buy	+6,504	New	+$318K	0.06%	200

Other funds holding VTEB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Avestar Capital's VTEB Position: Q3 2026 in Review

Avestar Capital sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 9,227 shares — an estimated $467K sold.

Avestar Capital first reported a position in VTEB in Q4 2022 and held it in 7 quarters. The position peaked at $467K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Avestar Capital reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 9,227 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $467K.
Avestar Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 7 quarters.
Avestar Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $467K in Q2 2026.
1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.