U.S. Capital Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

U.S. Capital Wealth 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 Q1	$1.14M	Buy	22,910 +2,724	+13%	+$138K	0.03%	477
2025 Q4	$1.02M	Buy	20,186 +2,579	+15%	+$130K	0.03%	483
2025 Q3	$882K	Sell	17,607 -4,540	-20%	-$223K	0.02%	499
2025 Q2	$1.09M	Buy	22,147 +5,446	+33%	+$266K	0.03%	413
2025 Q1	$829K	Sell	16,701 -878	-5%	-$43.9K	0.03%	462
2024 Q4	$881K	Buy	17,579 +8,133	+86%	+$411K	0.03%	446
2024 Q3	$483K	Sell	9,446 -892	-9%	-$45.2K	0.02%	482
2024 Q2	$518K	Sell	10,338 -1,798	-15%	-$90K	0.02%	451
2024 Q1	$614K	Buy	12,136 +2,960	+32%	+$150K	0.02%	424
2023 Q4	$468K	Sell	9,176 -3,146	-26%	-$154K	0.02%	464
2023 Q3	$593K	Buy	12,322 +6,045	+96%	+$299K	0.03%	402
2023 Q2	$315K	Buy	6,277 +1	+0%	+$50	0.02%	522
2023 Q1	$318K	Buy	6,276 +196	+3%	+$9.84K	0.01%	523
2022 Q4	$301K	Sell	6,080 -1,500	-20%	-$73.3K	0.01%	533
2022 Q3	$365K	Sell	7,580 -1,436	-16%	-$71.8K	0.02%	497
2022 Q2	$450K	Sell	9,016 -802	-8%	-$40.2K	0.02%	489
2022 Q1	$506K	Hold	9,818	–	–	0.02%	514
2021 Q4	$539K	Hold	9,818	–	–	0.02%	497
2021 Q3	$538K	Buy	+9,818	New	+$543K	0.02%	496

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Capital Wealth Advisors's VTEB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, buying an estimated $138K and bringing the position to 22,910 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #477.

U.S. Capital Wealth Advisors first reported a position in VTEB in Q3 2021 and has held it in 19 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

U.S. Capital Wealth Advisors held 22,910 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.14M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,724 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $138K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #477 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.