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

Fortis Capital 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 Q2	–	Sell	-7,582	Closed	-$378K	–	466
2026 Q1	$378K	Sell	7,582 -8,188	-52%	-$413K	0.05%	271
2025 Q4	$793K	Sell	15,770 -1,961	-11%	-$98.7K	0.12%	156
2025 Q3	$888K	Buy	17,731 +548	+3%	+$26.9K	0.14%	124
2025 Q2	$842K	Buy	17,183 +8,451	+97%	+$413K	0.15%	109
2025 Q1	$433K	Buy	+8,732	New	+$437K	0.09%	171

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

Fortis Capital Advisors's VTEB Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 7,582 shares — an estimated $378K sold.

Fortis Capital Advisors first reported a position in VTEB in Q1 2025 and held it in 5 quarters. The position peaked at $888K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Fortis Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 7,582 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $378K.
Fortis Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 5 quarters.
Fortis Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $888K in Q3 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.