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

Scott 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	$1.29M	Buy	25,459 +3,148	+14%	+$158K	0.2%	33
2026 Q1	$1.12M	Buy	22,311 +848	+4%	+$42.8K	0.23%	32
2025 Q4	$1.08M	Buy	21,463 +2,330	+12%	+$117K	0.24%	29
2025 Q3	$959K	Buy	19,133 +1,643	+9%	+$80.8K	0.22%	30
2025 Q2	$856K	Buy	17,490 +1,681	+11%	+$82.1K	0.23%	30
2025 Q1	$784K	Buy	15,809 +1,260	+9%	+$63K	0.23%	29
2024 Q4	$722K	Buy	14,549 +1,606	+12%	+$81.2K	0.21%	31
2024 Q3	$662K	Buy	12,943 +1,285	+11%	+$65.1K	0.19%	30
2024 Q2	$586K	Buy	11,658 +1,481	+15%	+$74.1K	0.17%	32
2024 Q1	$510K	Buy	10,177 +1,372	+16%	+$69.5K	0.16%	35
2023 Q4	$449K	Buy	8,805 +1,554	+21%	+$76.2K	0.15%	36
2023 Q3	$348K	Buy	7,251 +1,797	+33%	+$89K	0.14%	37
2023 Q2	$274K	Buy	5,454 +900	+20%	+$45.2K	0.12%	41
2023 Q1	$231K	Buy	+4,554	New	+$229K	0.11%	43

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Scott Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $158K and bringing the position to 25,459 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #33.

Scott Capital Advisors first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Scott Capital Advisors held 25,459 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.29M as of Q2 2026.
Scott Capital Advisors bought 3,148 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $158K.
Vanguard Tax-Exempt Bond Index Fund made up 0.2% of Scott Capital Advisors's portfolio in Q2 2026, its #33 holding.
Scott Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.