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

Capital Advisors Wealth Management’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 		$7.7M Buy
152,144
+1,853
+1% +$93.1K 0.9% 26
2026
Q1 		$7.5M Buy
150,291
+13,417
+10% +$677K 1.01% 26
2025
Q4 		$6.88M Buy
136,874
+7,259
+6% +$365K 0.94% 26
2025
Q3 		$6.49M Buy
129,615
+8,177
+7% +$402K 0.93% 27
2025
Q2 		$5.95M Buy
121,438
+36,437
+43% +$1.78M 0.94% 27
2025
Q1 		$4.22M Buy
85,001
+7,627
+10% +$382K 0.75% 35
2024
Q4 		$3.88M Buy
77,374
+16,349
+27% +$827K 0.69% 35
2024
Q3 		$3.12M Buy
61,025
+10,673
+21% +$541K 0.57% 38
2024
Q2 		$2.52M Sell
50,352
-347
-0.7% -$17.4K 0.5% 40
2024
Q1 		$2.57M Buy
50,699
+7,235
+17% +$367K 0.53% 37
2023
Q4 		$2.22M Buy
43,464
+5,369
+14% +$263K 0.51% 37
2023
Q3 		$1.83M Buy
38,095
+3,910
+11% +$194K 0.48% 38
2023
Q2 		$1.72M Buy
34,185
+10,434
+44% +$524K 0.44% 43
2023
Q1 		$1.2M Buy
23,751
+3,370
+17% +$169K 0.33% 51
2022
Q4 		$1.01M Sell
20,381
-379
-2% -$18.5K 0.31% 45
2022
Q3 		$999K Sell
20,760
-821
-4% -$41K 0.33% 46
2022
Q2 		$1.08M Sell
21,581
-921
-4% -$46.2K 0.35% 41
2022
Q1 		$1.16M Sell
22,502
-17,619
-44% -$938K 0.36% 47
2021
Q4 		$2.2M Buy
40,121
+11,466
+40% +$628K 0.67% 35
2021
Q3 		$1.57M Buy
28,655
+2,163
+8% +$120K 0.56% 38
2021
Q2 		$1.47M Buy
26,492
+5,493
+26% +$303K 0.54% 38
2021
Q1 		$1.15M Buy
+20,999
New +$1.15M 0.5% 38

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

Capital Advisors Wealth Management's VTEB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, buying an estimated $93.1K and bringing the position to 152,144 shares worth $7.7M. The position accounts for 0.9% of the portfolio, ranked #26.

Capital Advisors Wealth Management first reported a position in VTEB in Q1 2021 and has held it in 22 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Capital Advisors Wealth Management held 152,144 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.7M as of Q2 2026.
  • Capital Advisors Wealth Management bought 1,853 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $93.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.9% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.