LNWTC
VTEB icon

Laird Norton Wetherby Trust Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Laird Norton Wetherby Trust 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 		$5.03M Buy
99,381
+32,324
+48% +$1.62M 0.1% 159
2026
Q1 		$3.35M Sell
67,057
-4,106
-6% -$207K 0.07% 217
2025
Q4 		$3.58M Buy
71,163
+39,209
+123% +$1.97M 0.07% 207
2025
Q3 		$1.6M Sell
31,954
-16,250
-34% -$799K 0.27% 42
2025
Q2 		$2.36M Hold
48,204
– – 0.32% 35
2025
Q1 		$2.39M Hold
48,204
– – 0.38% 33
2024
Q4 		$2.42M Sell
48,204
-65,854
-58% -$3.33M 0.33% 35
2024
Q3 		$5.83M Sell
114,058
-12,125
-10% -$614K 0.76% 19
2024
Q2 		$6.32M Hold
126,183
– – 0.89% 15
2024
Q1 		$6.38M Sell
126,183
-22,146
-15% -$1.12M 0.86% 18
2023
Q4 		$7.57M Buy
148,329
+122,084
+465% +$5.99M 0.9% 17
2023
Q3 		$1.26M Sell
26,245
-19,170
-42% -$950K 0.16% 35
2023
Q2 		$2.28M Sell
45,415
-22,290
-33% -$1.12M 0.27% 27
2023
Q1 		$3.43M Sell
67,705
-2,312
-3% -$116K 0.43% 24
2022
Q4 		$3.47M Buy
70,017
+21,650
+45% +$1.06M 0.49% 19
2022
Q3 		$2.33M Buy
48,367
+14,342
+42% +$717K 0.53% 23
2022
Q2 		$1.7M Buy
+34,025
New +$1.71M 0.21% 29

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laird Norton Wetherby Trust Company's VTEB Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 48% in Q2 2026, buying an estimated $1.62M and bringing the position to 99,381 shares worth $5.03M. The position accounts for 0.1% of the portfolio, ranked #159.

Laird Norton Wetherby Trust Company first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.57M in Q4 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 99,381 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.03M as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 32,324 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.62M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #159 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Laird Norton Wetherby Trust Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.57M in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.