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LaSalle St. Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LaSalle St. Investment Advisors’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 		$392K Sell
7,755
-1,028
-12% -$51.7K 0.05% 269
2026
Q1 		$438K Sell
8,783
-2,263
-20% -$114K 0.06% 222
2025
Q4 		$555K Buy
11,046
+287
+3% +$14.4K 0.09% 168
2025
Q3 		$538K Buy
10,759
+725
+7% +$35.6K 0.1% 164
2025
Q2 		$491K Sell
10,034
-4,315
-30% -$211K 0.13% 157
2025
Q1 		$712K Buy
14,349
+1,615
+13% +$80.8K 0.17% 115
2024
Q4 		$638K Buy
12,734
+89
+0.7% +$4.5K 0.2% 103
2024
Q3 		$646K Buy
12,645
+3,195
+34% +$162K 0.25% 72
2024
Q2 		$474K Sell
9,450
-2,868
-23% -$144K 0.24% 80
2024
Q1 		$623K Buy
12,318
+2,679
+28% +$136K 0.35% 46
2023
Q4 		$492K Sell
9,639
-2,768
-22% -$136K 0.33% 55
2023
Q3 		$596K Buy
12,407
+461
+4% +$22.8K 0.29% 46
2023
Q2 		$599K Sell
11,946
-165
-1% -$8.29K 0.27% 50
2023
Q1 		$613K Sell
12,111
-215
-2% -$10.8K 0.27% 55
2022
Q4 		$610K Buy
+12,326
New +$603K 0.29% 50

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

LaSalle St. Investment Advisors's VTEB Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, selling an estimated $51.7K and leaving 7,755 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #269.

LaSalle St. Investment Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $712K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LaSalle St. Investment Advisors held 7,755 shares of Vanguard Tax-Exempt Bond Index Fund worth $392K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 1,028 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $51.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • LaSalle St. Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • LaSalle St. Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $712K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.