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Stamos Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stamos Capital Partners’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 		$32.7M Buy
647,007
+289,700
+81% +$14.6M 5.02% 1
2026
Q1 		$17.8M Sell
357,307
-10,485
-3% -$529K 2.79% 3
2025
Q4 		$18.5M Sell
367,792
-23,829
-6% -$1.2M 2.97% 3
2025
Q3 		$19.6M Buy
+391,621
New +$19.2M 3.7% 2

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

Stamos Capital Partners's VTEB Position: Q2 2026 in Review

Stamos Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 81% in Q2 2026, buying an estimated $14.6M and bringing the position to 647,007 shares worth $32.7M. The position accounts for 5.02% of the portfolio, ranked #1.

Stamos Capital Partners first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Stamos Capital Partners held 647,007 shares of Vanguard Tax-Exempt Bond Index Fund worth $32.7M as of Q2 2026.
  • Stamos Capital Partners bought 289,700 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $14.6M.
  • Vanguard Tax-Exempt Bond Index Fund made up 5.02% of Stamos Capital Partners's portfolio in Q2 2026, its #1 holding.
  • Stamos Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.