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

United Capital Financial 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 		$3.3M Buy
66,239
+3,942
+6% +$199K 0.02% 452
2025
Q4 		$3.13M Buy
62,297
+37,098
+147% +$1.87M 0.02% 439
2025
Q3 		$1.26M Sell
25,199
-7,737
-23% -$380K 0.01% 579
2025
Q2 		$1.61M Buy
32,936
+15,376
+88% +$751K 0.01% 490
2025
Q1 		$871K Sell
17,560
-54,922
-76% -$2.75M 0.01% 598
2024
Q4 		$3.63M Buy
72,482
+55,758
+333% +$2.82M 0.03% 309
2024
Q3 		$855K Sell
16,724
-636
-4% -$32.2K 0.01% 583
2024
Q2 		$870K Buy
17,360
+981
+6% +$49.1K 0.01% 567
2024
Q1 		$829K Sell
16,379
-26,386
-62% -$1.34M 0.01% 608
2023
Q4 		$2.18M Buy
42,765
+31,390
+276% +$1.54M 0.02% 404
2023
Q3 		$547K Sell
11,375
-12,324
-52% -$611K ﹤0.01% 626
2023
Q2 		$1.19M Sell
23,699
-19,122
-45% -$961K 0.01% 517
2023
Q1 		$2.17M Sell
42,821
-134,574
-76% -$6.76M 0.01% 437
2022
Q4 		$8.78M Buy
177,395
+57,482
+48% +$2.81M 0.05% 259
2022
Q3 		$5.77M Buy
119,913
+24,088
+25% +$1.2M 0.03% 308
2022
Q2 		$4.78M Buy
95,825
+5,254
+6% +$263K 0.03% 341
2022
Q1 		$4.67M Buy
90,571
+9,629
+12% +$512K 0.02% 376
2021
Q4 		$4.45M Buy
80,942
+2,988
+4% +$164K 0.02% 386
2021
Q3 		$4.27M Buy
77,954
+30,822
+65% +$1.7M 0.02% 397
2021
Q2 		$2.61M Buy
47,132
+14,474
+44% +$797K 0.01% 487
2021
Q1 		$1.78M Buy
32,658
+8,701
+36% +$478K 0.01% 530
2020
Q4 		$1.32M Buy
23,957
+702
+3% +$38.3K 0.01% 603
2020
Q3 		$1.27M Sell
23,255
-5,085
-18% -$278K 0.01% 594
2020
Q2 		$1.53M Buy
28,340
+6,659
+31% +$355K 0.01% 567
2020
Q1 		$1.15M Buy
21,681
+5,885
+37% +$315K 0.01% 602
2019
Q4 		$846K Buy
15,796
+688
+5% +$36.8K 0.01% 833
2019
Q3 		$810K Sell
15,108
-2,274
-13% -$122K 0.01% 807
2019
Q2 		$922K Sell
17,382
-16,159
-48% -$849K 0.01% 841
2019
Q1 		$1.75M Sell
33,541
-39,096
-54% -$2.01M 0.01% 628
2018
Q4 		$3.71M Sell
72,637
-754
-1% -$38K 0.03% 432
2018
Q3 		$3.71M Buy
73,391
+4,060
+6% +$207K 0.03% 489
2018
Q2 		$3.53M Sell
69,331
-1,406
-2% -$71.4K 0.03% 478
2018
Q1 		$3.6M Buy
70,737
+55,412
+362% +$2.82M 0.03% 464
2017
Q4 		$792K Buy
15,325
+5,006
+49% +$259K 0.01% 846
2017
Q3 		$533K Buy
+10,319
New +$533K ﹤0.01% 938
2017
Q1 		– Sell
-14,362
Closed -$722K – 1293
2016
Q4 		$722K Hold
14,362
– – 0.01% 829
2016
Q3 		$750K Buy
+14,362
New +$753K 0.01% 851

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's VTEB Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.3% in Q1 2026, buying an estimated $199K and bringing the position to 66,239 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #452.

United Capital Financial Advisors first reported a position in VTEB in Q3 2016 and has held it in 37 quarters since. The position peaked at $8.78M in Q4 2022. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • United Capital Financial Advisors held 66,239 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.3M as of Q1 2026.
  • United Capital Financial Advisors bought 3,942 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $199K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #452 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2016 and has held it in 37 quarters since.
  • United Capital Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.78M in Q4 2022.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.