25 LLC
VTEB icon

25 LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

25 LLC’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
Q3 		$11.5M Buy
243,331
+59,793
+33% +$2.95M 3.14% 9
2026
Q2 		$9.28M Buy
183,538
+21,144
+13% +$1.06M 2.54% 12
2026
Q1 		$8.1M Buy
162,394
+17,831
+12% +$900K 2.5% 13
2025
Q4 		$7.27M Sell
144,563
-48,937
-25% -$2.46M 2.31% 13
2025
Q3 		$9.7M Sell
193,500
-5,006
-3% -$246K 3.3% 10
2025
Q2 		$9.7M Buy
198,506
+4,284
+2% +$209K 3.58% 10
2025
Q1 		$9.6M Buy
194,222
+10,615
+6% +$531K 3.99% 10
2024
Q4 		$9.2M Sell
183,607
-2,738
-1% -$138K 3.9% 10
2024
Q3 		$9.5M Buy
186,345
+15,304
+9% +$776K 4.13% 10
2024
Q2 		$8.57M Buy
171,041
+8,642
+5% +$432K 4.07% 10
2024
Q1 		$8.22M Buy
162,399
+12,055
+8% +$611K 4.02% 10
2023
Q4 		$7.68M Buy
150,344
+14,824
+11% +$727K 3.95% 10
2023
Q3 		$6.52M Buy
135,520
+10,856
+9% +$538K 3.97% 10
2023
Q2 		$6.27M Buy
124,664
+6,548
+6% +$329K 3.47% 10
2023
Q1 		$5.95M Buy
+118,116
New +$5.93M 3.68% 10

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

25 LLC's VTEB Position: Q3 2026 in Review

25 LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 33% in Q3 2026, buying an estimated $2.95M and bringing the position to 243,331 shares worth $11.5M. The position accounts for 3.14% of the portfolio, ranked #9.

25 LLC first reported a position in VTEB in Q1 2023 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • 25 LLC held 243,331 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.5M as of Q3 2026.
  • 25 LLC bought 59,793 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.95M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.14% of 25 LLC's portfolio in Q3 2026, its #9 holding.
  • 25 LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 15 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.