Latitude Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Latitude 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	$558K	Buy	11,039 +2,983	+37%	+$150K	0.22%	111
2026 Q1	$402K	Buy	8,056 +563	+8%	+$28.4K	0.18%	128
2025 Q4	$377K	Sell	7,493 -256	-3%	-$12.9K	0.17%	136
2025 Q3	$388K	Buy	7,749 +865	+13%	+$42.5K	0.18%	117
2025 Q2	$338K	Buy	6,884 +1,259	+22%	+$61.5K	0.17%	134
2025 Q1	$279K	Sell	5,625 -10	-0.2%	-$500	0.16%	151
2024 Q4	$282K	Buy	+5,635	New	+$285K	0.16%	141
2024 Q1	–	Sell	-3,958	Closed	-$202K	–	195
2023 Q4	$202K	Buy	+3,958	New	+$194K	0.14%	167
2022 Q4	–	Sell	-4,706	Closed	-$227K	–	169
2022 Q3	$227K	Buy	+4,706	New	+$235K	0.19%	124

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Latitude Advisors's VTEB Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 37% in Q2 2026, buying an estimated $150K and bringing the position to 11,039 shares worth $558K. The position accounts for 0.22% of the portfolio, ranked #111.

Latitude Advisors first reported a position in VTEB in Q3 2022 and has held it in 9 quarters since. 709 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Latitude Advisors held 11,039 shares of Vanguard Tax-Exempt Bond Index Fund worth $558K as of Q2 2026.
Latitude Advisors bought 2,983 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $150K.
Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Latitude Advisors's portfolio in Q2 2026, its #111 holding.
Latitude Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 9 quarters since.
709 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.