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

LGT 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 		$54.8K Buy
1,083
+75
+7% +$3.77K 0.29% 57
2026
Q1 		$50.3K Sell
1,008
-2
-0.2% -$101 0.26% 61
2025
Q4 		$50.8K Sell
1,010
-360
-26% -$18.1K 0.31% 56
2025
Q3 		$68.6K Sell
1,370
-2,010
-59% -$98.8K 0.15% 107
2025
Q2 		$166K Buy
3,380
+82
+2% +$4.01K 0.42% 45
2025
Q1 		$164K Buy
3,298
+1,317
+66% +$65.9K 0.5% 40
2024
Q4 		$99.3K Buy
1,981
+448
+29% +$22.6K 0.22% 88
2024
Q3 		$78.4K Hold
1,533
– – 0.19% 85
2024
Q2 		$76.8K Sell
1,533
-92
-6% -$4.6K 0.16% 107
2024
Q1 		$82.2K Hold
1,625
– – 0.1% 192
2023
Q4 		$83K Sell
1,625
-127
-7% -$6.23K 0.1% 179
2023
Q3 		$84.3K Buy
+1,752
New +$86.8K 0.11% 170

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

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

LGT Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.4% in Q2 2026, buying an estimated $3.77K and bringing the position to 1,083 shares worth $54.8K. The position accounts for 0.29% of the portfolio, ranked #57.

LGT Financial Advisors first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $166K in Q2 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LGT Financial Advisors held 1,083 shares of Vanguard Tax-Exempt Bond Index Fund worth $54.8K as of Q2 2026.
  • LGT Financial Advisors bought 75 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.77K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.29% of LGT Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • LGT Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $166K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.