L.K. Benson & Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

L.K. Benson & Company’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	$4.1M	Buy	81,043 +5,092	+7%	+$256K	1.24%	15
2026 Q1	$3.79M	Sell	75,951 -2,251	-3%	-$114K	1.25%	14
2025 Q4	$3.93M	Buy	78,202 +5,529	+8%	+$278K	1.97%	13
2025 Q3	$3.64M	Buy	72,673 +13,538	+23%	+$665K	1.96%	13
2025 Q2	$2.9M	Buy	59,135 +13,779	+30%	+$673K	1.78%	14
2025 Q1	$2.25M	Buy	45,356 +4,973	+12%	+$249K	1.56%	15
2024 Q4	$2.02M	Buy	+40,383	New	+$2.04M	1.43%	15

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

L.K. Benson & Company's VTEB Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.7% in Q2 2026, buying an estimated $256K and bringing the position to 81,043 shares worth $4.1M. The position accounts for 1.24% of the portfolio, ranked #15.

L.K. Benson & Company first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

L.K. Benson & Company held 81,043 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.1M as of Q2 2026.
L.K. Benson & Company bought 5,092 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $256K.
Vanguard Tax-Exempt Bond Index Fund made up 1.24% of L.K. Benson & Company's portfolio in Q2 2026, its #15 holding.
L.K. Benson & Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.