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

Clearwater Capital 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 		$947K Buy
18,732
+290
+2% +$14.6K 0.07% 83
2026
Q1 		$920K Buy
18,442
+247
+1% +$12.5K 0.07% 77
2025
Q4 		$915K Buy
18,195
+248
+1% +$12.5K 0.08% 80
2025
Q3 		$899K Buy
17,947
+2
+0% +$98 0.08% 83
2025
Q2 		$880K Buy
17,945
+6,200
+53% +$303K 0.08% 82
2025
Q1 		$583K Buy
11,745
+21
+0.2% +$1.05K 0.06% 100
2024
Q4 		$588K Buy
+11,724
New +$593K 0.06% 98
2024
Q1 		– Sell
-3,990
Closed -$204K – 163
2023
Q4 		$204K Buy
+3,990
New +$196K 0.02% 148
2021
Q1 		– Sell
-23,118
Closed -$1.28M – 170
2020
Q4 		$1.28M Sell
23,118
-3
-0% -$164 0.17% 62
2020
Q3 		$1.26M Hold
23,121
– – 0.2% 57
2020
Q2 		$1.25M Sell
23,121
-762
-3% -$40.6K 0.21% 61
2020
Q1 		$1.26M Sell
23,883
-70
-0.3% -$3.75K 0.27% 55
2019
Q4 		$1.28M Sell
23,953
-1,702
-7% -$91.1K 0.21% 76
2019
Q3 		$1.38M Sell
25,655
-328
-1% -$17.6K 0.24% 86
2019
Q2 		$1.38M Hold
25,983
– – 0.25% 90
2019
Q1 		$1.35M Sell
25,983
-376
-1% -$19.3K 0.25% 96
2018
Q4 		$1.35M Buy
26,359
+21,614
+456% +$1.09M 0.3% 100
2018
Q3 		$240K Buy
+4,745
New +$241K 0.05% 176

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

Clearwater Capital Advisors's VTEB Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 18,732 shares worth $947K. The position accounts for 0.07% of the portfolio, ranked #83.

Clearwater Capital Advisors first reported a position in VTEB in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.38M in Q2 2019. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Clearwater Capital Advisors held 18,732 shares of Vanguard Tax-Exempt Bond Index Fund worth $947K as of Q2 2026.
  • Clearwater Capital Advisors bought 290 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $14.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Clearwater Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 18 quarters since.
  • Clearwater Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.38M in Q2 2019.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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