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

Cadent Capital Advisors’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 		$212K Hold
4,484
– – 0.05% 181
2026
Q2 		$227K Buy
+4,484
New +$225K 0.05% 188

Other funds holding VTEB

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WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Cadent Capital Advisors's VTEB Position: Q3 2026 in Review

Cadent Capital Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 4,484 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #181.

Cadent Capital Advisors first reported a position in VTEB in Q2 2026 and has held it in 2 quarters since. The position peaked at $227K in Q2 2026. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Cadent Capital Advisors held 4,484 shares of Vanguard Tax-Exempt Bond Index Fund worth $212K as of Q3 2026.
  • Cadent Capital Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Cadent Capital Advisors's portfolio in Q3 2026, its #181 holding.
  • Cadent Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Cadent Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $227K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.