CA
VTEB icon

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

Clearstead 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 		$14.1M Buy
278,331
+19,717
+8% +$991K 0.13% 138
2026
Q1 		$12.9M Buy
258,614
+26,475
+11% +$1.34M 0.12% 146
2025
Q4 		$11.7M Buy
232,139
+77,801
+50% +$3.91M 0.15% 123
2025
Q3 		$7.73M Buy
154,338
+1,980
+1% +$97.3K 0.1% 158
2025
Q2 		$7.47M Sell
152,358
-52,698
-26% -$2.57M 0.1% 154
2025
Q1 		$10.2M Sell
205,056
-39,479
-16% -$1.98M 0.16% 127
2024
Q4 		$12.3M Buy
244,535
+57,855
+31% +$2.92M 0.19% 115
2024
Q3 		$9.54M Buy
186,680
+8,190
+5% +$415K 0.15% 135
2024
Q2 		$8.94M Sell
178,490
-4,219
-2% -$211K 0.15% 132
2024
Q1 		$9.18M Buy
182,709
+28,261
+18% +$1.43M 0.45% 44
2023
Q4 		$7.88M Buy
154,448
+53,228
+53% +$2.61M 0.42% 47
2023
Q3 		$4.87M Buy
101,220
+8,113
+9% +$402K 0.3% 66
2023
Q2 		$4.68M Buy
93,107
+3,593
+4% +$181K 0.28% 74
2023
Q1 		$4.53M Buy
89,514
+11,616
+15% +$583K 0.33% 66
2022
Q4 		$3.86M Buy
77,898
+67,364
+639% +$3.29M 0.3% 72
2022
Q3 		$507K Buy
10,534
+9,773
+1,284% +$489K 0.05% 224
2022
Q2 		$38K Buy
761
+444
+140% +$22.3K ﹤0.01% 676
2022
Q1 		$16K Buy
317
+6
+2% +$319 ﹤0.01% 908
2021
Q4 		$17K Hold
311
– – ﹤0.01% 856
2021
Q3 		$17K Buy
311
+1
+0.3% +$55 ﹤0.01% 865
2021
Q2 		$17K Buy
310
+85
+38% +$4.68K ﹤0.01% 729
2021
Q1 		$12K Buy
225
+100
+80% +$5.49K ﹤0.01% 758
2020
Q4 		$7K Buy
125
+44
+54% +$2.4K ﹤0.01% 773
2020
Q3 		$4K Hold
81
– – ﹤0.01% 772
2020
Q2 		$4K Buy
+81
New +$4.32K ﹤0.01% 696

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

Clearstead Advisors's VTEB Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.6% in Q2 2026, buying an estimated $991K and bringing the position to 278,331 shares worth $14.1M. The position accounts for 0.13% of the portfolio, ranked #138.

Clearstead Advisors first reported a position in VTEB in Q2 2020 and has held it in 25 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Clearstead Advisors held 278,331 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.1M as of Q2 2026.
  • Clearstead Advisors bought 19,717 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $991K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Clearstead Advisors's portfolio in Q2 2026, its #138 holding.
  • Clearstead Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 25 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.