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

Capital Advisors Ltd’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
2022
Q2 		– Sell
-1,938
Closed -$100K – 1348
2022
Q1 		$100K Buy
+1,938
New +$103K 0.02% 312
2019
Q1 		– Sell
-5,500
Closed -$281K – 451
2018
Q4 		$281K Buy
+5,500
New +$277K 0.08% 122

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Capital Advisors Ltd's VTEB Position: Q2 2022 in Review

Capital Advisors Ltd sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 1,938 shares — an estimated $100K sold.

Capital Advisors Ltd first reported a position in VTEB in Q4 2018 and held it in 2 quarters. The position peaked at $281K in Q4 2018. 769 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Capital Advisors Ltd reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,938 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $100K.
  • Capital Advisors Ltd first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 2 quarters.
  • Capital Advisors Ltd's Vanguard Tax-Exempt Bond Index Fund position peaked at $281K in Q4 2018.
  • 769 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.