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Leeward Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Leeward Financial Partners’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 		$2.2M Sell
43,593
-90
-0.2% -$4.52K 0.58% 48
2026
Q1 		$2.18M Buy
43,683
+850
+2% +$42.9K 0.65% 47
2025
Q4 		$2.15M Buy
42,833
+227
+0.5% +$11.4K 0.61% 45
2025
Q3 		$2.13M Buy
42,606
+10,464
+33% +$514K 0.61% 47
2025
Q2 		$1.58M Buy
32,142
+2,212
+7% +$108K 0.5% 48
2025
Q1 		$1.49M Buy
29,930
+918
+3% +$45.9K 0.55% 48
2024
Q4 		$1.45M Buy
29,012
+1,303
+5% +$65.9K 0.52% 47
2024
Q3 		$1.42M Buy
27,709
+857
+3% +$43.4K 0.53% 47
2024
Q2 		$1.35M Buy
26,852
+1,119
+4% +$56K 0.55% 46
2024
Q1 		$1.3M Buy
25,733
+4,094
+19% +$208K 0.55% 48
2023
Q4 		$1.1M Buy
21,639
+2,073
+11% +$102K 0.53% 50
2023
Q3 		$941K Buy
19,566
+3,046
+18% +$151K 0.52% 49
2023
Q2 		$830K Buy
+16,520
New +$830K 0.48% 54

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

Leeward Financial Partners's VTEB Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.21% in Q2 2026, selling an estimated $4.52K and leaving 43,593 shares worth $2.2M. The position accounts for 0.58% of the portfolio, ranked #48.

Leeward Financial Partners first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Leeward Financial Partners held 43,593 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.2M as of Q2 2026.
  • Leeward Financial Partners sold 90 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.52K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.58% of Leeward Financial Partners's portfolio in Q2 2026, its #48 holding.
  • Leeward Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.