LA
VTEB icon

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

Legacy 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 		$1.35M Sell
26,741
-977
-4% -$49.1K 0.13% 94
2026
Q1 		$1.38M Buy
27,718
+2,971
+12% +$150K 0.16% 80
2025
Q4 		$1.24M Buy
+24,747
New +$1.25M 0.13% 92
2025
Q2 		– Sell
-16,922
Closed -$840K – 400
2025
Q1 		$840K Buy
+16,922
New +$847K 0.09% 186
2018
Q1 		– Sell
-435
Closed -$22K – 461
2017
Q4 		$22K Buy
+435
New +$22.5K 0.02% 182

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

Legacy Advisors's VTEB Position: Q2 2026 in Review

Legacy Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.5% in Q2 2026, selling an estimated $49.1K and leaving 26,741 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #94.

Legacy Advisors first reported a position in VTEB in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.38M in Q1 2026. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Legacy Advisors held 26,741 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.35M as of Q2 2026.
  • Legacy Advisors sold 977 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $49.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Legacy Advisors's portfolio in Q2 2026, its #94 holding.
  • Legacy Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 5 quarters since.
  • Legacy Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.38M in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.