CAWM
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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
Q3 		$7.75M Buy
163,721
+11,577
+8% +$571K 0.87% 29
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Capital Advisors Wealth Management's VTEB Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.6% in Q3 2026, buying an estimated $571K and bringing the position to 163,721 shares worth $7.75M. The position accounts for 0.87% of the portfolio, ranked #29.

Capital Advisors Wealth Management first reported a position in VTEB in Q1 2021 and has held it in 23 quarters since. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Capital Advisors Wealth Management held 163,721 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.75M as of Q3 2026.
  • Capital Advisors Wealth Management bought 11,577 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $571K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.87% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 23 quarters since.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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