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CX Institutional’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CX Institutional’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 		$21.7M Sell
428,558
-161,091
-27% -$8.09M 0.63% 38
2026
Q1 		$29.4M Buy
589,649
+25,244
+4% +$1.27M 0.9% 24
2025
Q4 		$28.4M Buy
564,405
+22,442
+4% +$1.13M 0.85% 28
2025
Q3 		$27.1M Buy
541,963
+256,424
+90% +$12.6M 0.82% 28
2025
Q2 		$14M Sell
285,539
-291,609
-51% -$14.2M 0.49% 41
2025
Q1 		$28.6M Buy
577,148
+113,472
+24% +$5.68M 1.08% 24
2024
Q4 		$23.2M Buy
463,676
+86,391
+23% +$4.37M 0.92% 26
2024
Q3 		$19.3M Buy
377,285
+11,782
+3% +$597K 0.86% 25
2024
Q2 		$18.3M Sell
365,503
-7,851
-2% -$393K 0.86% 29
2024
Q1 		$18.9M Buy
373,354
+54,184
+17% +$2.75M 0.91% 25
2023
Q4 		$16.3M Buy
+319,170
New +$15.7M 0.87% 26
2023
Q1 		– Sell
-11,263
Closed -$557K – 597
2022
Q4 		$557K Sell
11,263
-368,817
-97% -$18M 0.03% 355
2022
Q3 		$18.3M Buy
380,080
+368,961
+3,318% +$18.4M 1.27% 17
2022
Q2 		$555K Buy
+11,119
New +$557K 0.04% 324

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

CX Institutional's VTEB Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 27% in Q2 2026, selling an estimated $8.09M and leaving 428,558 shares worth $21.7M. The position accounts for 0.63% of the portfolio, ranked #38.

CX Institutional first reported a position in VTEB in Q2 2022 and has held it in 14 quarters since. The position peaked at $29.4M in Q1 2026. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • CX Institutional held 428,558 shares of Vanguard Tax-Exempt Bond Index Fund worth $21.7M as of Q2 2026.
  • CX Institutional sold 161,091 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $8.09M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.63% of CX Institutional's portfolio in Q2 2026, its #38 holding.
  • CX Institutional first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 14 quarters since.
  • CX Institutional's Vanguard Tax-Exempt Bond Index Fund position peaked at $29.4M in Q1 2026.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.