Capital Analysts LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Analysts LLC’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	$5.5M	Sell	108,758 -4,764	-4%	-$239K	0.13%	138
2026 Q1	$5.66M	Buy	113,522 +37,496	+49%	+$1.89M	0.15%	122
2025 Q4	$3.82M	Buy	76,026 +8,199	+12%	+$413K	0.11%	168
2025 Q3	$3.4M	Buy	67,827 +57,099	+532%	+$2.81M	0.1%	177
2025 Q2	$526K	Buy	10,728 +3,403	+46%	+$166K	0.02%	378
2025 Q1	$363K	Buy	7,325 +7,290	+20,829%	+$365K	0.01%	421
2024 Q4	$2K	Sell	35 -66	-65%	-$3.34K	﹤0.01%	1236
2024 Q3	$5K	Sell	101 -170	-63%	-$8.62K	﹤0.01%	1136
2024 Q2	$14K	Hold	271	–	–	﹤0.01%	916
2024 Q1	$14K	Sell	271 -376	-58%	-$19.1K	﹤0.01%	885
2023 Q4	$33K	Buy	647 +376	+139%	+$18.4K	﹤0.01%	737
2023 Q3	$13K	Buy	+271	New	+$13.4K	﹤0.01%	846

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC's VTEB Position: Q2 2026 in Review

Capital Analysts LLC reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q2 2026, selling an estimated $239K and leaving 108,758 shares worth $5.5M. The position accounts for 0.13% of the portfolio, ranked #138.

Capital Analysts LLC first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.66M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Capital Analysts LLC held 108,758 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.5M as of Q2 2026.
Capital Analysts LLC sold 4,764 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $239K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Capital Analysts LLC's portfolio in Q2 2026, its #138 holding.
Capital Analysts LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
Capital Analysts LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.66M in Q1 2026.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.