Coppell Advisory Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coppell Advisory Solutions’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	$201K	Buy	+4,406	New	+$221K	0.02%	439
2025 Q1	–	Sell	-422	Closed	-$21.2K	–	1841
2024 Q4	$21.2K	Hold	422	–	–	﹤0.01%	866
2024 Q3	$21.6K	Buy	422 +225	+114%	+$11.4K	﹤0.01%	844
2024 Q2	$9.87K	Buy	+197	New	+$9.86K	﹤0.01%	1008
2023 Q4	$35.6K	Sell	698 -3,994	-85%	-$196K	0.01%	574
2023 Q3	$232K	Buy	4,692 +2,020	+76%	+$100K	0.08%	151
2023 Q2	$134K	Buy	+2,672	New	+$134K	0.04%	232
2023 Q1	–	Sell	-4,692	Closed	-$232K	–	1070
2022 Q4	$232K	Buy	+4,692	New	+$229K	0.08%	155

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coppell Advisory Solutions's VTEB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,406 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #439 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VTEB as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in VTEB in Q4 2022 and has held it in 8 quarters since. The position peaked at $232K in Q3 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Coppell Advisory Solutions held 4,406 shares of Vanguard Tax-Exempt Bond Index Fund worth $201K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #439 holding.
Coppell Advisory Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 8 quarters since.
Coppell Advisory Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $232K in Q3 2023.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.