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Cary Street Partners Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cary Street Partners Investment Advisory’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 		$2.1M Buy
41,580
+3,298
+9% +$166K 0.43% 58
2026
Q1 		$1.91M Buy
38,282
+7,275
+23% +$367K 0.49% 54
2025
Q4 		$1.56M Buy
31,007
+30,111
+3,361% +$1.52M 0.42% 62
2025
Q3 		$44.9K Buy
896
+134
+18% +$6.59K 0.02% 449
2025
Q2 		$37.4K Buy
762
+9
+1% +$440 0.02% 425
2025
Q1 		$37.4K Sell
753
-64
-8% -$3.2K 0.02% 394
2024
Q4 		$41K Sell
817
-55,497
-99% -$2.81M 0.03% 335
2024
Q3 		$2.88M Buy
56,314
+4,453
+9% +$226K 0.11% 207
2024
Q2 		$2.6M Hold
51,861
– – 0.11% 208
2024
Q1 		$2.62M Buy
51,861
+1,380
+3% +$69.9K 0.11% 201
2023
Q4 		$2.58M Sell
50,481
-400
-0.8% -$19.6K 0.12% 194
2023
Q3 		$2.45M Sell
50,881
-1,745
-3% -$86.4K 0.13% 188
2023
Q2 		$2.64M Sell
52,626
-7,749
-13% -$389K 0.17% 153
2023
Q1 		$3.06M Sell
60,375
-2,935
-5% -$147K 0.22% 124
2022
Q4 		$3.13M Buy
63,310
+36,095
+133% +$1.76M 0.23% 115
2022
Q3 		$1.31M Sell
27,215
-2,012
-7% -$101K 0.11% 191
2022
Q2 		$1.46M Buy
29,227
+17,716
+154% +$888K 0.12% 173
2022
Q1 		$593K Buy
11,511
+2,465
+27% +$131K 0.16% 137
2021
Q4 		$497K Buy
9,046
+3,525
+64% +$193K 0.14% 154
2021
Q3 		$302K Sell
5,521
-868
-14% -$48K 0.1% 188
2021
Q2 		$353K Buy
6,389
+2,386
+60% +$131K 0.11% 171
2021
Q1 		$219K Buy
+4,003
New +$220K 0.09% 193
2020
Q4 		– Sell
-450
Closed -$24K – 866
2020
Q3 		$24K Buy
+450
New +$24.6K 0.01% 617

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
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

Cary Street Partners Investment Advisory's VTEB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.6% in Q2 2026, buying an estimated $166K and bringing the position to 41,580 shares worth $2.1M. The position accounts for 0.43% of the portfolio, ranked #58.

Cary Street Partners Investment Advisory first reported a position in VTEB in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 41,580 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.1M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 3,298 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $166K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.43% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #58 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.13M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.