CI
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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
Q3 		$23.3M Buy
492,818
+64,260
+15% +$3.17M 0.63% 36
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

CX Institutional's VTEB Position: Q3 2026 in Review

CX Institutional increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q3 2026, buying an estimated $3.17M and bringing the position to 492,818 shares worth $23.3M. The position accounts for 0.63% of the portfolio, ranked #36.

CX Institutional first reported a position in VTEB in Q2 2022 and has held it in 15 quarters since. The position peaked at $29.4M in Q1 2026. 11 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • CX Institutional held 492,818 shares of Vanguard Tax-Exempt Bond Index Fund worth $23.3M as of Q3 2026.
  • CX Institutional bought 64,260 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $3.17M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.63% of CX Institutional's portfolio in Q3 2026, its #36 holding.
  • CX Institutional first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 15 quarters since.
  • CX Institutional's Vanguard Tax-Exempt Bond Index Fund position peaked at $29.4M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.