Laurel Wealth Advisors (North Carolina)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.68M	Buy	53,058 +1,204	+2%	+$60.5K	0.26%	69
2026 Q1	$2.61M	Buy	51,854 +5,514	+12%	+$278K	0.26%	70
2025 Q4	$2.33M	Buy	46,340 +6,514	+16%	+$328K	0.31%	74
2025 Q3	$1.99M	Sell	39,826 -657	-2%	-$32.3K	0.28%	83
2025 Q2	$1.98M	Buy	40,483 +810	+2%	+$39.6K	0.3%	77
2025 Q1	$1.97M	Buy	39,673 +757	+2%	+$37.9K	0.31%	78
2024 Q4	$1.95M	Buy	38,916 +1,228	+3%	+$62.1K	0.3%	76
2024 Q3	$1.93M	Buy	37,688 +9,002	+31%	+$456K	0.31%	78
2024 Q2	$1.44M	Buy	28,686 +157	+0.6%	+$7.86K	0.25%	84
2024 Q1	$1.44M	Buy	28,529 +13,257	+87%	+$672K	0.25%	86
2023 Q4	$780K	Buy	15,272 +14,337	+1,533%	+$703K	0.15%	113
2023 Q3	$45K	Hold	935	–	–	0.01%	285
2023 Q2	$47K	Hold	935	–	–	0.01%	289
2023 Q1	$47.4K	Hold	935	–	–	0.01%	286
2022 Q4	$46.3K	Hold	935	–	–	0.01%	264
2022 Q3	$45K	Buy	+935	New	+$46.7K	0.01%	267

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VTEB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.3% in Q2 2026, buying an estimated $60.5K and bringing the position to 53,058 shares worth $2.68M. The position accounts for 0.26% of the portfolio, ranked #69.

Laurel Wealth Advisors (North Carolina) first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 53,058 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.68M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 1,204 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $60.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #69 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.