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 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 $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avestar Capital's VTEB Position: Q1 2026 in Review

Avestar Capital held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 9,225 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #368.

Avestar Capital first reported a position in VTEB in Q4 2022 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Avestar Capital held 9,225 shares of Vanguard Tax-Exempt Bond Index Fund worth $460K as of Q1 2026.
Avestar Capital left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #368 holding.
Avestar Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 6 quarters since.
Avestar Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $464K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.