Level Four Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Level Four Advisory Services’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 Q1	$583K	Buy	11,682 +3,434	+42%	+$173K	0.02%	552
2025 Q4	$415K	Buy	8,248 +4,250	+106%	+$214K	0.01%	608
2025 Q3	$200K	Buy	+3,998	New	+$196K	0.01%	774
2024 Q4	–	Sell	-4,849	Closed	-$244K	–	800
2024 Q3	$244K	Sell	4,849 -200	-4%	-$10.1K	0.01%	689
2024 Q2	$253K	Buy	+5,049	New	+$253K	0.01%	662
2021 Q3	–	Sell	-4,330	Closed	-$239K	–	648
2021 Q2	$239K	Sell	4,330 -1,684	-28%	-$92.8K	0.02%	591
2021 Q1	$329K	Sell	6,014 -339	-5%	-$18.6K	0.03%	489
2020 Q4	$351K	Buy	6,353 +41	+0.6%	+$2.24K	0.03%	432
2020 Q3	$344K	Buy	6,312 +1,910	+43%	+$104K	0.03%	416
2020 Q2	$238K	Buy	+4,402	New	+$235K	0.02%	504

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Level Four Advisory Services's VTEB Position: Q1 2026 in Review

Level Four Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q1 2026, buying an estimated $173K and bringing the position to 11,682 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #552.

Level Four Advisory Services first reported a position in VTEB in Q2 2020 and has held it in 10 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Level Four Advisory Services held 11,682 shares of Vanguard Tax-Exempt Bond Index Fund worth $583K as of Q1 2026.
Level Four Advisory Services bought 3,434 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $173K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #552 holding.
Level Four Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 10 quarters since.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.