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CVA Family Office’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CVA Family Office’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 		$739K Sell
14,608
-1,554
-10% -$78.1K 0.07% 164
2026
Q1 		$806K Buy
16,162
+5,139
+47% +$259K 0.08% 129
2025
Q4 		$554K Buy
11,023
+2,018
+22% +$102K 0.06% 158
2025
Q3 		$451K Sell
9,005
-1,200
-12% -$59K 0.06% 183
2025
Q2 		$500K Sell
10,205
-5,111
-33% -$250K 0.07% 169
2025
Q1 		$760K Buy
15,316
+6,665
+77% +$333K 0.12% 117
2024
Q4 		$434K Buy
8,651
+1,106
+15% +$55.9K 0.07% 175
2024
Q3 		$386K Buy
7,545
+2,183
+41% +$111K 0.06% 172
2024
Q2 		$269K Buy
5,362
+2,296
+75% +$115K 0.05% 201
2024
Q1 		$155K Buy
3,066
+311
+11% +$15.8K 0.03% 285
2023
Q4 		$141K Buy
+2,755
New +$135K 0.03% 289
2023
Q3 		– Sell
-2,755
Closed -$138K – 933
2023
Q2 		$138K Hold
2,755
– – 0.03% 269
2023
Q1 		$140K Buy
2,755
+411
+18% +$20.6K 0.03% 264
2022
Q4 		$116K Buy
2,344
+390
+20% +$19.1K 0.03% 271
2022
Q3 		$94K Hold
1,954
– – 0.03% 255
2022
Q2 		$98K Hold
1,954
– – 0.03% 249
2022
Q1 		$101K Hold
1,954
– – 0.02% 256
2021
Q4 		$107K Buy
1,954
+1,554
+389% +$85.2K 0.03% 241
2021
Q3 		$22K Sell
400
-1,554
-80% -$85.9K 0.02% 255
2021
Q2 		$108K Hold
1,954
– – 0.03% 229
2021
Q1 		$107K Hold
1,954
– – 0.04% 171
2020
Q4 		$108K Buy
1,954
+1,554
+389% +$84.8K 0.07% 124
2020
Q3 		$22K Hold
400
– – 0.02% 255
2020
Q2 		$22K Hold
400
– – 0.02% 211
2020
Q1 		$21K Buy
+400
New +$21.4K 0.02% 197

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

CVA Family Office's VTEB Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.6% in Q2 2026, selling an estimated $78.1K and leaving 14,608 shares worth $739K. The position accounts for 0.07% of the portfolio, ranked #164.

CVA Family Office first reported a position in VTEB in Q1 2020 and has held it in 25 quarters since. The position peaked at $806K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • CVA Family Office held 14,608 shares of Vanguard Tax-Exempt Bond Index Fund worth $739K as of Q2 2026.
  • CVA Family Office sold 1,554 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $78.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #164 holding.
  • CVA Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $806K in Q1 2026.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.