Leverty Financial Group
VTEB icon

Leverty Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Leverty Financial Group’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
Q3 		$204K Sell
4,306
-1,668
-28% -$82.2K 0.04% 44
2026
Q2 		$302K Hold
5,974
– – 0.06% 37
2026
Q1 		$298K Buy
5,974
+773
+15% +$39K 0.07% 35
2025
Q4 		$262K Hold
5,201
– – 0.06% 38
2025
Q3 		$260K Sell
5,201
-384
-7% -$18.9K 0.07% 34
2025
Q2 		$274K Sell
5,585
-12,586
-69% -$615K 0.08% 33
2025
Q1 		$902K Sell
18,171
-51,074
-74% -$2.56M 0.37% 16
2024
Q4 		$3.47M Buy
69,245
+9,343
+16% +$472K 1.77% 7
2024
Q3 		$3.06M Buy
59,902
+269
+0.5% +$13.6K 1.67% 8
2024
Q2 		$2.99M Sell
59,633
-2,391
-4% -$120K 1.77% 9
2024
Q1 		$3.14M Buy
62,024
+268
+0.4% +$13.6K 1.87% 9
2023
Q4 		$3.15M Buy
+61,756
New +$3.03M 2% 9

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Leverty Financial Group's VTEB Position: Q3 2026 in Review

Leverty Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q3 2026, selling an estimated $82.2K and leaving 4,306 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #44.

Leverty Financial Group first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.47M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Leverty Financial Group held 4,306 shares of Vanguard Tax-Exempt Bond Index Fund worth $204K as of Q3 2026.
  • Leverty Financial Group sold 1,668 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $82.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Leverty Financial Group's portfolio in Q3 2026, its #44 holding.
  • Leverty Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
  • Leverty Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.47M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.