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

Strathmore 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	$3.17M	Buy	63,367 +40	+0.1%	+$2.01K	0.85%	16
2026 Q1	$3.2M	Buy	63,327 +7,664	+14%	+$387K	0.9%	17
2025 Q4	$2.8M	Hold	55,663	–	–	0.92%	19
2025 Q3	$2.79M	Buy	55,663 +21,572	+63%	+$1.06M	1.14%	17
2025 Q2	$1.67M	Buy	+34,091	New	+$1.67M	0.74%	21

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

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

Strathmore Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.06% in Q2 2026, buying an estimated $2.01K and bringing the position to 63,367 shares worth $3.17M. The position accounts for 0.85% of the portfolio, ranked #16.

Strathmore Capital Advisors first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.2M in Q1 2026. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Strathmore Capital Advisors held 63,367 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.17M as of Q2 2026.
Strathmore Capital Advisors bought 40 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.01K.
Vanguard Tax-Exempt Bond Index Fund made up 0.85% of Strathmore Capital Advisors's portfolio in Q2 2026, its #16 holding.
Strathmore Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
Strathmore Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.2M in Q1 2026.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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