CA
VTEB icon

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

CoreCap 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
Q3 		$14.6M Buy
308,484
+18,439
+6% +$909K 0.42% 42
2026
Q2 		$14.7M Buy
290,045
+31,595
+12% +$1.59M 0.43% 39
2026
Q1 		$12.9M Buy
258,450
+15,003
+6% +$758K 0.44% 41
2025
Q4 		$12.2M Buy
243,447
+35,795
+17% +$1.8M 0.43% 40
2025
Q3 		$10.4M Buy
207,652
+11,951
+6% +$587K 0.38% 45
2025
Q2 		$9.6M Buy
195,701
+19,229
+11% +$939K 0.39% 46
2025
Q1 		$8.76M Buy
176,472
+23,993
+16% +$1.2M 0.39% 45
2024
Q4 		$7.64M Buy
152,479
+21,976
+17% +$1.11M 0.35% 46
2024
Q3 		$6.67M Buy
+130,503
New +$6.61M 0.31% 62
2024
Q2 		– Sell
-111,979
Closed -$5.67M – 2575
2024
Q1 		$5.67M Buy
111,979
+7,902
+8% +$401K 0.3% 58
2023
Q4 		$5.31M Buy
104,077
+6,187
+6% +$303K 0.34% 60
2023
Q3 		$4.71M Buy
97,890
+6,623
+7% +$328K 0.34% 58
2023
Q2 		$4.58M Buy
+91,267
New +$4.59M 0.33% 60
2022
Q4 		$3.69M Buy
74,527
+50,243
+207% +$2.46M 0.26% 68
2022
Q3 		$1.17M Sell
24,284
-1,460
-6% -$73K 0.1% 195
2022
Q2 		$1.28M Sell
25,744
-2,595
-9% -$130K 0.1% 162
2022
Q1 		$1.46M Sell
28,339
-2,456
-8% -$131K 0.1% 163
2021
Q4 		$1.69M Buy
+30,795
New +$1.69M 0.11% 144

Other funds holding VTEB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

CoreCap Advisors's VTEB Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.4% in Q3 2026, buying an estimated $909K and bringing the position to 308,484 shares worth $14.6M. The position accounts for 0.42% of the portfolio, ranked #42.

CoreCap Advisors first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2026. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • CoreCap Advisors held 308,484 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.6M as of Q3 2026.
  • CoreCap Advisors bought 18,439 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $909K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.42% of CoreCap Advisors's portfolio in Q3 2026, its #42 holding.
  • CoreCap Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $14.7M in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.