Claro Advisors
VTEB icon

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

Claro 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
Q3 		$2.65M Buy
55,955
+1,330
+2% +$65.6K 0.26% 67
2026
Q2 		$2.76M Buy
54,625
+1,526
+3% +$76.7K 0.29% 62
2026
Q1 		$2.65M Buy
53,099
+1,024
+2% +$51.7K 0.32% 62
2025
Q4 		$2.62M Buy
52,075
+8,470
+19% +$426K 0.36% 57
2025
Q3 		$2.18M Sell
43,605
-34
-0.1% -$1.67K 0.32% 68
2025
Q2 		$2.14M Buy
43,639
+25,452
+140% +$1.24M 0.35% 63
2025
Q1 		$902K Sell
18,187
-5,860
-24% -$293K 0.12% 161
2024
Q4 		$1.21M Buy
24,047
+2,365
+11% +$120K 0.16% 114
2024
Q3 		$1.11M Buy
21,682
+5,075
+31% +$257K 0.14% 137
2024
Q2 		$832K Buy
16,607
+8,833
+114% +$442K 0.13% 160
2024
Q1 		$393K Buy
+7,774
New +$394K 0.07% 272
2021
Q2 		– Sell
-15,500
Closed -$847K – 242
2021
Q1 		$847K Sell
15,500
-29
-0.2% -$1.59K 0.43% 60
2020
Q4 		$857K Hold
15,529
– – 0.46% 63
2020
Q3 		$845K Hold
15,529
– – 0.54% 44
2020
Q2 		$841K Buy
+15,529
New +$827K 0.58% 41

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Claro Advisors's VTEB Position: Q3 2026 in Review

Claro Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q3 2026, buying an estimated $65.6K and bringing the position to 55,955 shares worth $2.65M. The position accounts for 0.26% of the portfolio, ranked #67.

Claro Advisors first reported a position in VTEB in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.76M in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Claro Advisors held 55,955 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.65M as of Q3 2026.
  • Claro Advisors bought 1,330 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $65.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Claro Advisors's portfolio in Q3 2026, its #67 holding.
  • Claro Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 15 quarters since.
  • Claro Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.76M in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.