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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors's VTEB Position: Q1 2026 in Review

Capital Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q1 2026, selling an estimated $256K and leaving 6,960 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #576.

Capital Investment Advisors first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $655K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Capital Investment Advisors held 6,960 shares of Vanguard Tax-Exempt Bond Index Fund worth $347K as of Q1 2026.
Capital Investment Advisors sold 5,065 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $256K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #576 holding.
Capital Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Capital Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $655K in Q4 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.