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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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
Wealth Enhancement Advisory Services
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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. 517 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.
  • 517 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.