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

Capital Investment Advisory 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
2025 Q4	–	Sell	-4,013	Closed	-$201K	–	1210
2025 Q3	$201K	Buy	+4,013	New	+$197K	0.02%	583
2019 Q4	–	Sell	-1,585	Closed	-$85K	–	1246
2019 Q3	$85K	Hold	1,585	–	–	0.02%	433
2019 Q2	$84K	Hold	1,585	–	–	0.03%	426
2019 Q1	$83K	Hold	1,585	–	–	0.03%	387
2018 Q4	$81K	Buy	+1,585	New	+$79.9K	0.03%	352

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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 $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's VTEB Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 4,013 shares — an estimated $201K sold.

Capital Investment Advisory Services first reported a position in VTEB in Q4 2018 and held it in 5 quarters. The position peaked at $201K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Capital Investment Advisory Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 4,013 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $201K.
Capital Investment Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 5 quarters.
Capital Investment Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $201K in Q3 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.