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

Legacy Financial 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	$1.03M	Sell	20,312 -631	-3%	-$31.7K	0.13%	137
2026 Q1	$1.04M	Sell	20,943 -3,637	-15%	-$184K	0.15%	122
2025 Q4	$1.24M	Sell	24,580 -2,257	-8%	-$114K	0.17%	108
2025 Q3	$1.34M	Buy	26,837 +1,128	+4%	+$55.4K	0.19%	91
2025 Q2	$1.26M	Sell	25,709 -2,231	-8%	-$109K	0.2%	83
2025 Q1	$1.39M	Sell	27,940 -891	-3%	-$44.6K	0.23%	75
2024 Q4	$1.45M	Sell	28,831 -7,065	-20%	-$357K	0.24%	70
2024 Q3	$1.84M	Sell	35,896 -276	-0.8%	-$14K	0.31%	54
2024 Q2	$1.81M	Sell	36,172 -123	-0.3%	-$6.15K	0.32%	48
2024 Q1	$1.84M	Sell	36,295 -631	-2%	-$32K	0.33%	51
2023 Q4	$1.89M	Buy	+36,926	New	+$1.81M	0.36%	45

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 Financial Advisors's VTEB Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3% in Q2 2026, selling an estimated $31.7K and leaving 20,312 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #137.

Legacy Financial Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q4 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Legacy Financial Advisors held 20,312 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.03M as of Q2 2026.
Legacy Financial Advisors sold 631 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $31.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Legacy Financial Advisors's portfolio in Q2 2026, its #137 holding.
Legacy Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Legacy Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.89M in Q4 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.