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

Centerpoint 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 Q1	–	Sell	-374	Closed	-$19K	–	430
2025 Q4	$19K	Buy	+374	New	+$18.8K	0.01%	265
2022 Q4	–	Sell	-398	Closed	-$19K	–	522
2022 Q3	$19K	Hold	398	–	–	0.01%	186
2022 Q2	$20K	Hold	398	–	–	0.01%	191
2022 Q1	$21K	Hold	398	–	–	0.01%	194
2021 Q4	$22K	Buy	398 +392	+6,533%	+$21.5K	0.01%	178
2021 Q3	$0	Hold	6	–	–	﹤0.01%	317
2021 Q2	$0	Buy	+6	New	+$331	﹤0.01%	309

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centerpoint Advisors's VTEB Position: Q1 2026 in Review

Centerpoint Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 374 shares — an estimated $19K sold.

Centerpoint Advisors first reported a position in VTEB in Q2 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Centerpoint Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Centerpoint Advisors sold 374 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $19K.
Centerpoint Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 7 quarters.
Centerpoint Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $22K in Q4 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.