Larson Financial Group
VTEB icon

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
Q3 		$15.7K Buy
332
+9
+3% +$444 ﹤0.01% 2253
2026
Q2 		$16.3K Sell
323
-101
-24% -$5.08K ﹤0.01% 2124
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% +$4.94K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Larson Financial Group's VTEB Position: Q3 2026 in Review

Larson Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q3 2026, buying an estimated $444 and bringing the position to 332 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Larson Financial Group first reported a position in VTEB in Q3 2019 and has held it in 29 quarters since. The position peaked at $112K in Q2 2024. 959 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Larson Financial Group held 332 shares of Vanguard Tax-Exempt Bond Index Fund worth $15.7K as of Q3 2026.
  • Larson Financial Group bought 9 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $444.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2253 holding.
  • Larson Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 29 quarters since.
  • Larson Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $112K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.