Capital Group Private Client Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Group Private Client Services’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	$1.4M	Buy	27,699 +4,297	+18%	+$216K	0.02%	189
2026 Q1	$1.17M	Buy	23,402 +6,983	+43%	+$353K	0.02%	182
2025 Q4	$826K	Buy	16,419 +134	+0.8%	+$6.74K	0.01%	211
2025 Q3	$815K	Buy	+16,285	New	+$800K	0.01%	217

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 Group Private Client Services's VTEB Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q2 2026, buying an estimated $216K and bringing the position to 27,699 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #189.

Capital Group Private Client Services first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Capital Group Private Client Services held 27,699 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.4M as of Q2 2026.
Capital Group Private Client Services bought 4,297 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $216K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #189 holding.
Capital Group Private Client Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.