Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cetera Investment Advisers’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 		$64.4M Buy
1,273,913
+122,308
+11% +$6.15M 0.06% 327
2026
Q1 		$57.5M Buy
1,151,605
+114,033
+11% +$5.76M 0.06% 324
2025
Q4 		$52.2M Buy
1,037,572
+205,315
+25% +$10.3M 0.06% 335
2025
Q3 		$41.7M Buy
832,257
+191,329
+30% +$9.4M 0.05% 383
2025
Q2 		$31.4M Buy
640,928
+61,202
+11% +$2.99M 0.05% 364
2025
Q1 		$28.8M Sell
579,726
-441,691
-43% -$22.1M 0.06% 351
2024
Q4 		$51.2M Sell
1,021,417
-26,848
-3% -$1.36M 0.11% 193
2024
Q3 		$53.6M Sell
1,048,265
-57,165
-5% -$2.9M 0.12% 169
2024
Q2 		$55.4M Sell
1,105,430
-1,692
-0.2% -$84.7K 0.13% 148
2024
Q1 		$56M Buy
1,107,122
+609,976
+123% +$30.9M 0.13% 151
2023
Q4 		$25.4M Buy
497,146
+14,649
+3% +$718K 0.21% 89
2023
Q3 		$23.2M Buy
482,497
+8,320
+2% +$412K 0.2% 94
2023
Q2 		$23.8M Buy
474,177
+24,685
+5% +$1.24M 0.2% 93
2023
Q1 		$22.8M Buy
449,492
+17,269
+4% +$867K 0.2% 93
2022
Q4 		$21.4M Buy
432,223
+366,263
+555% +$17.9M 0.2% 98
2022
Q3 		$3.17M Sell
65,960
-18,453
-22% -$922K 0.06% 327
2022
Q2 		$4.21M Sell
84,413
-5,574
-6% -$279K 0.07% 300
2022
Q1 		$4.64M Buy
89,987
+20,663
+30% +$1.1M 0.07% 295
2021
Q4 		$3.81M Buy
69,324
+5,822
+9% +$319K 0.05% 361
2021
Q3 		$3.48M Buy
63,502
+5,894
+10% +$326K 0.06% 364
2021
Q2 		$3.19M Buy
57,608
+28,900
+101% +$1.59M 0.05% 386
2021
Q1 		$1.57M Sell
28,708
-1,524
-5% -$83.7K 0.03% 495
2020
Q4 		$1.67M Buy
+30,232
New +$1.65M 0.03% 481

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's VTEB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $6.15M and bringing the position to 1,273,913 shares worth $64.4M. The position accounts for 0.06% of the portfolio, ranked #327.

Cetera Investment Advisers first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cetera Investment Advisers held 1,273,913 shares of Vanguard Tax-Exempt Bond Index Fund worth $64.4M as of Q2 2026.
  • Cetera Investment Advisers bought 122,308 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.15M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Cetera Investment Advisers's portfolio in Q2 2026, its #327 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.