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VTEB icon

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

Capstone Capital’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 		$10.1M Buy
200,660
+16,527
+9% +$830K 5.8% 5
2026
Q1 		$9.19M Buy
184,133
+6,316
+4% +$319K 5.92% 5
2025
Q4 		$8.94M Buy
177,817
+873
+0.5% +$43.9K 5.81% 5
2025
Q3 		$8.86M Sell
176,944
-1,762
-1% -$86.6K 5.92% 5
2025
Q2 		$8.76M Buy
178,706
+3,034
+2% +$148K 6.36% 5
2025
Q1 		$8.72M Buy
175,672
+4,681
+3% +$234K 6.99% 5
2024
Q4 		$8.57M Buy
170,991
+5,658
+3% +$286K 7.01% 5
2024
Q3 		$8.45M Buy
165,333
+3,354
+2% +$170K 7.01% 5
2024
Q2 		$8.12M Buy
161,979
+15,224
+10% +$762K 7.25% 5
2024
Q1 		$7.43M Buy
146,755
+13,208
+10% +$669K 6.42% 6
2023
Q4 		$6.82M Buy
+133,547
New +$6.55M 6.71% 5

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Capstone Capital's VTEB Position: Q2 2026 in Review

Capstone Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9% in Q2 2026, buying an estimated $830K and bringing the position to 200,660 shares worth $10.1M. The position accounts for 5.8% of the portfolio, ranked #5.

Capstone Capital first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,079 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Capstone Capital held 200,660 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.1M as of Q2 2026.
  • Capstone Capital bought 16,527 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $830K.
  • Vanguard Tax-Exempt Bond Index Fund made up 5.8% of Capstone Capital's portfolio in Q2 2026, its #5 holding.
  • Capstone Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.