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Cape Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cape Investment Advisory’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 		$31.8K Buy
671
+48
+8% +$2.37K 0.01% 626
2026
Q2 		$31.5K Buy
+623
New +$31.3K 0.01% 617
2026
Q1 		– Sell
-583
Closed -$29.3K – 1197
2025
Q4 		$29.3K Sell
583
-323
-36% -$16.3K 0.01% 530
2025
Q3 		$45.3K Sell
906
-3,578
-80% -$176K 0.04% 233
2025
Q2 		$220K Buy
4,484
+3,697
+470% +$181K 0.08% 176
2025
Q1 		$39.1K Buy
787
+9
+1% +$450 0.02% 370
2024
Q4 		$39K Buy
778
+79
+11% +$3.99K 0.02% 362
2024
Q3 		$35.7K Buy
699
+91
+15% +$4.61K 0.01% 366
2024
Q2 		$30.5K Hold
608
– – 0.01% 370
2024
Q1 		$30.8K Buy
608
+103
+20% +$5.22K 0.01% 376
2023
Q4 		$25.8K Sell
505
-3
-0.6% -$147 0.01% 482
2023
Q3 		$24.4K Buy
508
+133
+35% +$6.59K 0.01% 412
2023
Q2 		$18.8K Buy
375
+21
+6% +$1.05K 0.01% 447
2023
Q1 		$17.9K Buy
+354
New +$17.8K 0.01% 438

Other funds holding VTEB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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

Cape Investment Advisory's VTEB Position: Q3 2026 in Review

Cape Investment Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.7% in Q3 2026, buying an estimated $2.37K and bringing the position to 671 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #626.

Cape Investment Advisory first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $220K in Q2 2025. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Cape Investment Advisory held 671 shares of Vanguard Tax-Exempt Bond Index Fund worth $31.8K as of Q3 2026.
  • Cape Investment Advisory bought 48 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.37K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #626 holding.
  • Cape Investment Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $220K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.