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

Trifecta 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 		$71.2K Buy
+1,407
New +$70.7K 0.01% 172
2023
Q1 		– Sell
-163
Closed -$8.07K – 461
2022
Q4 		$8.07K Buy
+163
New +$7.97K ﹤0.01% 204

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

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

Trifecta Capital Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 1,407 shares worth $71.2K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in VTEB as recently as Q4 2022.

Trifecta Capital Advisors first reported a position in VTEB in Q4 2022 and has held it in 2 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Trifecta Capital Advisors held 1,407 shares of Vanguard Tax-Exempt Bond Index Fund worth $71.2K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Trifecta Capital Advisors position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #172 holding.
  • Trifecta Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 2 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.