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

Carrera Capital 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	$593K	Buy	11,720 +465	+4%	+$23.4K	0.09%	121
2026 Q1	$562K	Sell	11,255 -351	-3%	-$17.7K	0.09%	111
2025 Q4	$584K	Sell	11,606 -439	-4%	-$22.1K	0.1%	95
2025 Q3	$603K	Buy	12,045 +1,189	+11%	+$58.4K	0.11%	82
2025 Q2	$532K	Sell	10,856 -3,850	-26%	-$188K	0.11%	91
2025 Q1	$730K	Sell	14,706 -8,823	-37%	-$441K	0.16%	92
2024 Q4	$1.18M	Sell	23,529 -1,713	-7%	-$86.6K	0.28%	62
2024 Q3	$1.29M	Sell	25,242 -12,901	-34%	-$654K	0.32%	53
2024 Q2	$1.91M	Buy	+38,143	New	+$1.91M	0.62%	27

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

Carrera Capital Advisors's VTEB Position: Q2 2026 in Review

Carrera Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.1% in Q2 2026, buying an estimated $23.4K and bringing the position to 11,720 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #121.

Carrera Capital Advisors first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q2 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Carrera Capital Advisors held 11,720 shares of Vanguard Tax-Exempt Bond Index Fund worth $593K as of Q2 2026.
Carrera Capital Advisors bought 465 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $23.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Carrera Capital Advisors's portfolio in Q2 2026, its #121 holding.
Carrera Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.91M in Q2 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.