Legacy Capital Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Legacy Capital Wealth 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	$324K	Buy	6,398 +562	+10%	+$28.2K	0.06%	285
2026 Q1	$291K	Sell	5,836 -687	-11%	-$34.7K	0.06%	300
2025 Q4	$328K	Buy	6,523 +755	+13%	+$38K	0.07%	282
2025 Q3	$289K	Sell	5,768 -8,658	-60%	-$426K	0.06%	317
2025 Q2	$707K	Buy	14,426 +196	+1%	+$9.57K	0.16%	130
2025 Q1	$706K	Buy	14,230 +74	+0.5%	+$3.7K	0.17%	121
2024 Q4	$710K	Buy	14,156 +2,209	+18%	+$112K	0.18%	121
2024 Q3	$611K	Buy	11,947 +112	+0.9%	+$5.68K	0.12%	157
2024 Q2	$593K	Buy	+11,835	New	+$592K	0.15%	132
2024 Q1	–	Sell	-16,700	Closed	-$853K	–	344
2023 Q4	$853K	Sell	16,700 -22,731	-58%	-$1.11M	0.24%	92
2023 Q3	$1.9M	Buy	+39,431	New	+$1.95M	0.52%	36
2023 Q2	–	Sell	-30,676	Closed	-$1.55M	–	241
2023 Q1	$1.55M	Buy	+30,676	New	+$1.54M	0.42%	41

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

Legacy Capital Wealth Partners's VTEB Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.6% in Q2 2026, buying an estimated $28.2K and bringing the position to 6,398 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #285.

Legacy Capital Wealth Partners first reported a position in VTEB in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Legacy Capital Wealth Partners held 6,398 shares of Vanguard Tax-Exempt Bond Index Fund worth $324K as of Q2 2026.
Legacy Capital Wealth Partners bought 562 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $28.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #285 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.9M in Q3 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.