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VTEB icon

Centaurus Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Centaurus Financial’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 		$1.57M Buy
+31,554
New +$1.59M 0.07% 248
2025
Q4 		– Sell
-2,346
Closed -$117K – 1104
2025
Q3 		$117K Buy
+2,346
New +$115K 0.01% 973
2024
Q4 		– Sell
-2,082
Closed -$106K – 932
2024
Q3 		$106K Buy
2,082
+1
+0% +$51 0.01% 806
2024
Q2 		$104K Buy
2,081
+1
+0% +$50 0.01% 780
2024
Q1 		$105K Hold
2,080
– – 0.01% 750
2023
Q4 		$106K Hold
2,080
– – 0.01% 743
2023
Q3 		$100K Hold
2,080
– – 0.01% 728
2023
Q2 		$104K Sell
2,080
-7,066
-77% -$355K 0.01% 717
2023
Q1 		$463K Buy
9,146
+3,318
+57% +$167K 0.04% 421
2022
Q4 		$288K Sell
5,828
-2,358
-29% -$115K 0.03% 496
2022
Q3 		$394K Buy
8,186
+2,308
+39% +$115K 0.04% 413
2022
Q2 		$293K Buy
5,878
+895
+18% +$44.9K 0.03% 501
2022
Q1 		$257K Sell
4,983
-1,573
-24% -$83.7K 0.02% 591
2021
Q4 		$360K Buy
6,556
+306
+5% +$16.8K 0.03% 530
2021
Q3 		$342K Buy
6,250
+4
+0.1% +$221 0.03% 517
2021
Q2 		$345K Sell
6,246
-520
-8% -$28.6K 0.03% 527
2021
Q1 		$370K Sell
6,766
-882
-12% -$48.5K 0.04% 445
2020
Q4 		$422K Buy
7,648
+1,621
+27% +$88.5K 0.04% 398
2020
Q3 		$328K Buy
+6,027
New +$329K 0.05% 352
2018
Q3 		– Sell
-16
Closed -$1K – 2007
2018
Q2 		$1K Buy
+16
New +$812 ﹤0.01% 2159

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial's VTEB Position: Q1 2026 in Review

Centaurus Financial opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 31,554 shares worth $1.57M. The stake represents 0.07% of the portfolio and ranks #248 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in VTEB as recently as Q3 2025.

Centaurus Financial first reported a position in VTEB in Q2 2018 and has held it in 20 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Centaurus Financial held 31,554 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.57M as of Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Centaurus Financial position in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Centaurus Financial's portfolio in Q1 2026, its #248 holding.
  • Centaurus Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 20 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.