Capital Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Investment Advisors’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	$272K	Sell	5,377 -1,583	-23%	-$79.5K	﹤0.01%	670
2026 Q1	$347K	Sell	6,960 -5,065	-42%	-$256K	0.01%	576
2025 Q4	$605K	Buy	12,025 +2,965	+33%	+$149K	0.01%	436
2025 Q3	$454K	Sell	9,060 -1,004	-10%	-$49.3K	0.01%	490
2025 Q2	$493K	Sell	10,064 -439	-4%	-$21.4K	0.01%	456
2025 Q1	$521K	Sell	10,503 -2,555	-20%	-$128K	0.01%	428
2024 Q4	$655K	Buy	+13,058	New	+$660K	0.01%	381

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 Investment Advisors's VTEB Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q2 2026, selling an estimated $79.5K and leaving 5,377 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Capital Investment Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q4 2024. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Capital Investment Advisors held 5,377 shares of Vanguard Tax-Exempt Bond Index Fund worth $272K as of Q2 2026.
Capital Investment Advisors sold 1,583 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $79.5K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #670 holding.
Capital Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Capital Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $655K in Q4 2024.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.