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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claro Advisors's VTEB Position: Q1 2026 in Review

Claro Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q1 2026, buying an estimated $51.7K and bringing the position to 53,099 shares worth $2.65M. The position accounts for 0.32% of the portfolio, ranked #62.

Claro Advisors first reported a position in VTEB in Q2 2020 and has held it in 13 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Claro Advisors held 53,099 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.65M as of Q1 2026.
Claro Advisors bought 1,024 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $51.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Claro Advisors's portfolio in Q1 2026, its #62 holding.
Claro Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 13 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.