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

Level 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	$241K	Hold	4,771	–	–	0.05%	90
2026 Q1	$238K	Hold	4,771	–	–	0.06%	86
2025 Q4	$240K	Hold	4,771	–	–	0.06%	88
2025 Q3	$239K	Buy	4,771 +311	+7%	+$15.3K	0.07%	90
2025 Q2	$219K	Sell	4,460 -3,756	-46%	-$183K	0.07%	89
2025 Q1	$408K	Hold	8,216	–	–	0.14%	67
2024 Q4	$412K	Buy	8,216 +20	+0.2%	+$1.01K	0.15%	63
2024 Q3	$419K	Sell	8,196 -316	-4%	-$16K	0.16%	56
2024 Q2	$427K	Buy	8,512 +673	+9%	+$33.7K	0.18%	51
2024 Q1	$397K	Buy	7,839 +275	+4%	+$13.9K	0.18%	52
2023 Q4	$386K	Sell	7,564 -2,778	-27%	-$136K	0.19%	49
2023 Q3	$497K	Buy	10,342 +3,053	+42%	+$151K	0.28%	40
2023 Q2	$366K	Sell	7,289 -298	-4%	-$15K	0.2%	48
2023 Q1	$384K	Sell	7,587 -1,017	-12%	-$51.1K	0.23%	43
2022 Q4	$426K	Buy	8,604 +118	+1%	+$5.77K	0.28%	39
2022 Q3	$409K	Sell	8,486 -2,048	-19%	-$102K	0.3%	35
2022 Q2	$526K	Buy	10,534 +6,431	+157%	+$322K	0.39%	30
2022 Q1	$212K	Buy	+4,103	New	+$218K	0.16%	42

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

Level Financial Advisors's VTEB Position: Q2 2026 in Review

Level Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,771 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #90.

Level Financial Advisors first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $526K in Q2 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Level Financial Advisors held 4,771 shares of Vanguard Tax-Exempt Bond Index Fund worth $241K as of Q2 2026.
Level Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #90 holding.
Level Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
Level Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $526K in Q2 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.