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

Aviance Capital Partners’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 		$1.06M Sell
20,964
-4,407
-17% -$221K 0.11% 167
2026
Q1 		$1.27M Buy
25,371
+405
+2% +$20.4K 0.15% 128
2025
Q4 		$1.26M Buy
24,966
+57
+0.2% +$2.87K 0.14% 132
2025
Q3 		$1.25M Sell
24,909
-2,021
-8% -$99.3K 0.15% 132
2025
Q2 		$1.32M Buy
26,930
+3,060
+13% +$149K 0.17% 130
2025
Q1 		$1.18M Buy
23,870
+1,159
+5% +$58K 0.17% 131
2024
Q4 		$1.14M Sell
22,711
-520
-2% -$26.3K 0.16% 131
2024
Q3 		$1.19M Sell
23,231
-125
-0.5% -$6.33K 0.16% 145
2024
Q2 		$1.17M Buy
23,356
+2,050
+10% +$103K 0.17% 131
2024
Q1 		$1.08M Sell
21,306
-1,228
-5% -$62.2K 0.16% 138
2023
Q4 		$1.15M Sell
22,534
-2,123
-9% -$104K 0.25% 106
2023
Q3 		$1.19M Buy
24,657
+1,172
+5% +$58.1K 0.27% 105
2023
Q2 		$1.18M Buy
23,485
+1,604
+7% +$80.6K 0.25% 114
2023
Q1 		$1.11M Buy
21,881
+13
+0.1% +$653 0.25% 114
2022
Q4 		$1.08M Sell
21,868
-1,824
-8% -$89.2K 0.25% 114
2022
Q3 		$1.14M Sell
23,692
-45
-0.2% -$2.25K 0.28% 102
2022
Q2 		$1.19M Sell
23,737
-2,985
-11% -$150K 0.26% 114
2022
Q1 		$1.38M Buy
26,722
+4,866
+22% +$259K 0.25% 116
2021
Q4 		$1.2M Buy
21,856
+1,595
+8% +$87.4K 0.2% 125
2021
Q3 		$1.11M Buy
+20,261
New +$1.12M 0.2% 137

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aviance Capital Partners's VTEB Position: Q2 2026 in Review

Aviance Capital Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, selling an estimated $221K and leaving 20,964 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #167.

Aviance Capital Partners first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q1 2022. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Aviance Capital Partners held 20,964 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.06M as of Q2 2026.
  • Aviance Capital Partners sold 4,407 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $221K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Aviance Capital Partners's portfolio in Q2 2026, its #167 holding.
  • Aviance Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
  • Aviance Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.38M in Q1 2022.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.