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Larson Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Larson Financial Group’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
Q1 		$21.2K Sell
424
-1,035
-71% -$52.3K ﹤0.01% 1812
2025
Q4 		$73.4K Buy
1,459
+2
+0.1% +$101 ﹤0.01% 1053
2025
Q3 		$73K Sell
1,457
-159
-10% -$7.82K ﹤0.01% 1021
2025
Q2 		$79.2K Buy
1,616
+687
+74% +$33.6K ﹤0.01% 920
2025
Q1 		$46.1K Sell
929
-32
-3% -$1.6K ﹤0.01% 1059
2024
Q4 		$48.2K Sell
961
-198
-17% -$10K ﹤0.01% 914
2024
Q3 		$59.2K Sell
1,159
-1,072
-48% -$54.3K ﹤0.01% 855
2024
Q2 		$112K Buy
2,231
+1,882
+539% +$94.2K 0.01% 621
2024
Q1 		$17.6K Buy
349
+1
+0.3% +$51 ﹤0.01% 913
2023
Q4 		$17.8K Sell
348
-15
-4% -$736 ﹤0.01% 885
2023
Q3 		$17.5K Sell
363
-960
-73% -$47.6K ﹤0.01% 852
2023
Q2 		$66.5K Hold
1,323
– – 0.01% 492
2023
Q1 		$67K Buy
1,323
+1,214
+1,114% +$60.9K 0.01% 493
2022
Q4 		$5.4K Sell
109
-34
-24% -$1.66K ﹤0.01% 1007
2022
Q3 		$7K Sell
143
-121
-46% -$6.05K ﹤0.01% 895
2022
Q2 		$13K Buy
264
+32
+14% +$1.6K ﹤0.01% 648
2022
Q1 		$12K Buy
232
+90
+63% +$4.79K ﹤0.01% 626
2021
Q4 		$8K Sell
142
-134
-49% -$7.34K ﹤0.01% 741
2021
Q3 		$15K Buy
276
+219
+384% +$12.1K ﹤0.01% 527
2021
Q2 		$3K Sell
57
-339
-86% -$18.7K ﹤0.01% 708
2021
Q1 		$22K Buy
396
+90
+29% +$4.95K 0.01% 398
2020
Q4 		$17K Hold
306
– – 0.01% 407
2020
Q3 		$17K Hold
306
– – 0.01% 360
2020
Q2 		$17K Hold
306
– – 0.01% 307
2020
Q1 		$16K Hold
306
– – 0.01% 242
2019
Q4 		$16K Buy
306
+24
+9% +$1.28K 0.01% 251
2019
Q3 		$15K Buy
+282
New +$15.1K 0.01% 258

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's VTEB Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 71% in Q1 2026, selling an estimated $52.3K and leaving 424 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Larson Financial Group first reported a position in VTEB in Q3 2019 and has held it in 27 quarters since. The position peaked at $112K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Larson Financial Group held 424 shares of Vanguard Tax-Exempt Bond Index Fund worth $21.2K as of Q1 2026.
  • Larson Financial Group sold 1,035 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $52.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1812 holding.
  • Larson Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 27 quarters since.
  • Larson Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $112K in Q2 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.