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

Legacy Edge 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	$11.9M	Sell	235,085 -11,607	-5%	-$583K	1.09%	27
2026 Q1	$12.3M	Sell	246,692 -2,012	-0.8%	-$102K	1.29%	23
2025 Q4	$12.5M	Buy	248,704 +11,725	+5%	+$590K	1.37%	22
2025 Q3	$11.9M	Buy	236,979 +79,701	+51%	+$3.92M	1.4%	23
2025 Q2	$7.71M	Sell	157,278 -312,027	-66%	-$15.2M	1.03%	27
2025 Q1	$23.3M	Buy	469,305 +50,040	+12%	+$2.5M	3.63%	4
2024 Q4	$21M	Buy	419,265 +38,744	+10%	+$1.96M	3.34%	6
2024 Q3	$19.5M	Buy	380,521 +56,611	+17%	+$2.87M	3.11%	7
2024 Q2	$16.2M	Buy	323,910 +51,727	+19%	+$2.59M	2.99%	8
2024 Q1	$13.8M	Buy	272,183 +42,569	+19%	+$2.16M	2.87%	10
2023 Q4	$11.7M	Buy	+229,614	New	+$11.3M	2.68%	11

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 Edge Advisors's VTEB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.7% in Q2 2026, selling an estimated $583K and leaving 235,085 shares worth $11.9M. The position accounts for 1.09% of the portfolio, ranked #27.

Legacy Edge Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.3M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Legacy Edge Advisors held 235,085 shares of Vanguard Tax-Exempt Bond Index Fund worth $11.9M as of Q2 2026.
Legacy Edge Advisors sold 11,607 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $583K.
Vanguard Tax-Exempt Bond Index Fund made up 1.09% of Legacy Edge Advisors's portfolio in Q2 2026, its #27 holding.
Legacy Edge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $23.3M in Q1 2025.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.