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Graves Light Lenhart Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Graves Light Lenhart Wealth’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 		$11.5M Buy
227,560
+58,138
+34% +$2.92M 1.07% 24
2026
Q1 		$8.45M Buy
169,422
+3,349
+2% +$169K 0.88% 28
2025
Q4 		$8.35M Buy
166,073
+34,762
+26% +$1.75M 0.89% 28
2025
Q3 		$6.57M Buy
131,311
+18,154
+16% +$892K 0.73% 32
2025
Q2 		$5.55M Buy
113,157
+7,863
+7% +$384K 0.66% 37
2025
Q1 		$5.22M Buy
105,294
+13,594
+15% +$680K 0.64% 36
2024
Q4 		$4.6M Buy
91,700
+2,008
+2% +$102K 0.57% 40
2024
Q3 		$4.59M Buy
89,692
+1,521
+2% +$77.1K 0.56% 42
2024
Q2 		$4.4M Buy
+88,171
New +$4.41M 0.5% 45
2023
Q3 		– Sell
-7,184
Closed -$361K – 187
2023
Q2 		$361K Hold
7,184
– – 0.05% 128
2023
Q1 		$364K Sell
7,184
-17,323
-71% -$870K 0.06% 116
2022
Q4 		$1.21M Sell
24,507
-93,335
-79% -$4.56M 0.19% 78
2022
Q3 		$5.67M Buy
117,842
+740
+0.6% +$37K 0.95% 28
2022
Q2 		$5.85M Buy
+117,102
New +$5.87M 0.89% 30

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Graves Light Lenhart Wealth's VTEB Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 34% in Q2 2026, buying an estimated $2.92M and bringing the position to 227,560 shares worth $11.5M. The position accounts for 1.07% of the portfolio, ranked #24.

Graves Light Lenhart Wealth first reported a position in VTEB in Q2 2022 and has held it in 14 quarters since. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Graves Light Lenhart Wealth held 227,560 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.5M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 58,138 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.92M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #24 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 14 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.