CA
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
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 $1.81T 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

Claro Advisors's VTEB Position: Q2 2026 in Review

Claro Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.9% in Q2 2026, buying an estimated $76.7K and bringing the position to 54,625 shares worth $2.76M. The position accounts for 0.29% of the portfolio, ranked #62.

Claro Advisors first reported a position in VTEB in Q2 2020 and has held it in 14 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Claro Advisors held 54,625 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.76M as of Q2 2026.
  • Claro Advisors bought 1,526 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $76.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Claro Advisors's portfolio in Q2 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 14 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.