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

Conservest 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 		– Sell
-5,662
Closed -$282K – 136
2026
Q1 		$282K Buy
5,662
+1,685
+42% +$85.1K 0.03% 108
2025
Q4 		$200K Buy
+3,977
New +$200K 0.02% 128
2025
Q2 		– Sell
-10,300
Closed -$511K – 123
2025
Q1 		$511K Buy
+10,300
New +$515K 0.05% 67

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Conservest Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 5,662 shares — an estimated $282K sold.

Conservest Capital Advisors first reported a position in VTEB in Q1 2025 and held it in 3 quarters. The position peaked at $511K in Q1 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Conservest Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 5,662 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $282K.
  • Conservest Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 3 quarters.
  • Conservest Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $511K in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.