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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
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
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 Group Private Client Services's VTEB Position: Q1 2026 in Review

Capital Group Private Client Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 43% in Q1 2026, buying an estimated $353K and bringing the position to 23,402 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #182.

Capital Group Private Client Services first reported a position in VTEB in Q3 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Capital Group Private Client Services held 23,402 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.17M as of Q1 2026.
  • Capital Group Private Client Services bought 6,983 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $353K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Capital Group Private Client Services's portfolio in Q1 2026, its #182 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 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.