Lakeridge Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lakeridge Wealth Management’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
2025 Q3	–	Sell	-5,139	Closed	-$252K	–	160
2025 Q2	$252K	Sell	5,139 -598	-10%	-$29.2K	0.12%	133
2025 Q1	$285K	Hold	5,737	–	–	0.14%	124
2024 Q4	$288K	Hold	5,737	–	–	0.15%	118
2024 Q3	$293K	Sell	5,737 -309	-5%	-$15.7K	0.16%	114
2024 Q2	$303K	Sell	6,046 -277	-4%	-$13.9K	0.18%	108
2024 Q1	$320K	Sell	6,323 -299	-5%	-$15.2K	0.21%	93
2023 Q4	$338K	Buy	+6,622	New	+$325K	0.24%	83

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lakeridge Wealth Management's VTEB Position: Q3 2025 in Review

Lakeridge Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 5,139 shares — an estimated $252K sold.

Lakeridge Wealth Management first reported a position in VTEB in Q4 2023 and held it in 7 quarters. The position peaked at $338K in Q4 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Lakeridge Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Lakeridge Wealth Management sold 5,139 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $252K.
Lakeridge Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 7 quarters.
Lakeridge Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $338K in Q4 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Lakeridge Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.