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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Analysts LLC's VTEB Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 49% in Q1 2026, buying an estimated $1.89M and bringing the position to 113,522 shares worth $5.66M. The position accounts for 0.15% of the portfolio, ranked #122.

Capital Analysts LLC first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Capital Analysts LLC held 113,522 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.66M as of Q1 2026.
  • Capital Analysts LLC bought 37,496 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.89M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Capital Analysts LLC's portfolio in Q1 2026, its #122 holding.
  • Capital Analysts LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.