Checchi Capital Advisers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Checchi Capital 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	$1M	Hold	19,860	–	–	0.05%	216
2026 Q1	$991K	Hold	19,860	–	–	0.05%	215
2025 Q4	$999K	Hold	19,860	–	–	0.05%	200
2025 Q3	$994K	Sell	19,860 -6,157	-24%	-$303K	0.05%	208
2025 Q2	$1.28M	Buy	26,017 +18,079	+228%	+$883K	0.07%	182
2025 Q1	$394K	Sell	7,938 -6,504	-45%	-$325K	0.02%	384
2024 Q4	$724K	Sell	14,442 -160	-1%	-$8.09K	0.04%	250
2024 Q3	$746K	Buy	14,602 +508	+4%	+$25.7K	0.04%	245
2024 Q2	$706K	Sell	14,094 -1,395	-9%	-$69.8K	0.04%	251
2024 Q1	$784K	Buy	+15,489	New	+$785K	0.06%	230
2023 Q3	–	Sell	-24,966	Closed	-$1.25M	–	585
2023 Q2	$1.25M	Sell	24,966 -4,851	-16%	-$244K	0.11%	147
2023 Q1	$1.51M	Hold	29,817	–	–	0.15%	123
2022 Q4	$1.48M	Buy	+29,817	New	+$1.46M	0.15%	120

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Checchi Capital Advisers's VTEB Position: Q2 2026 in Review

Checchi Capital Advisers held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 19,860 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #216.

Checchi Capital Advisers first reported a position in VTEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2023. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Checchi Capital Advisers held 19,860 shares of Vanguard Tax-Exempt Bond Index Fund worth $1M as of Q2 2026.
Checchi Capital Advisers left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #216 holding.
Checchi Capital Advisers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 13 quarters since.
Checchi Capital Advisers's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.51M in Q1 2023.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.