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

LexAurum 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 		$223K Sell
4,413
-8,560
-66% -$430K 0.03% 385
2026
Q1 		$647K Buy
+12,973
New +$655K 0.08% 185

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

LexAurum Advisors's VTEB Position: Q2 2026 in Review

LexAurum Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 66% in Q2 2026, selling an estimated $430K and leaving 4,413 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #385.

LexAurum Advisors first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $647K in Q1 2026. 608 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LexAurum Advisors held 4,413 shares of Vanguard Tax-Exempt Bond Index Fund worth $223K as of Q2 2026.
  • LexAurum Advisors sold 8,560 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $430K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #385 holding.
  • LexAurum Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • LexAurum Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $647K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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