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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 		$7.71M Sell
157,278
-89,414
-36% -$4.49M 1.03% 27
2026
Q1 		$12.3M Sell
246,692
-2,012
-0.8% -$102K 1.29% 23
2025
Q4 		$12.5M Buy
+248,704
New +$12.5M 1.37% 22

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 36% in Q2 2026, selling an estimated $4.49M and leaving 157,278 shares worth $7.71M. The position accounts for 1.03% of the portfolio, ranked #27.

Legacy Edge Advisors first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Legacy Edge Advisors held 157,278 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.71M as of Q2 2026.
  • Legacy Edge Advisors sold 89,414 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.49M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.03% 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 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.5M in Q4 2025.
  • 1,045 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.