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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aviance Capital Partners's VTEB Position: Q1 2026 in Review

Aviance Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q1 2026, buying an estimated $20.4K and bringing the position to 25,371 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #128.

Aviance Capital Partners first reported a position in VTEB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2022. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Aviance Capital Partners held 25,371 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.27M as of Q1 2026.
  • Aviance Capital Partners bought 405 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $20.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Aviance Capital Partners's portfolio in Q1 2026, its #128 holding.
  • Aviance Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • Aviance Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.38M in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.