Lido Advisors
VTEB icon

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

Lido 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 		$14.9M Buy
294,870
+30,742
+12% +$1.54M 0.04% 280
2026
Q1 		$13.2M Buy
264,128
+89
+0% +$4.49K 0.04% 274
2025
Q4 		$13.2M Buy
264,039
+4,590
+2% +$231K 0.04% 279
2025
Q3 		$13M Buy
259,449
+6,327
+2% +$311K 0.04% 265
2025
Q2 		$12.4M Sell
253,122
-32,034
-11% -$1.56M 0.05% 226
2025
Q1 		$14.1M Sell
285,156
-73,138
-20% -$3.66M 0.06% 189
2024
Q4 		$18M Sell
358,294
-8,861
-2% -$448K 0.08% 150
2024
Q3 		$18.8M Sell
367,155
-53,128
-13% -$2.69M 0.09% 111
2024
Q2 		$21.1M Sell
420,283
-30,372
-7% -$1.52M 0.12% 94
2024
Q1 		$22.8M Sell
450,655
-76,321
-14% -$3.87M 0.13% 78
2023
Q4 		$26.9M Sell
526,976
-114,858
-18% -$5.63M 0.18% 59
2023
Q3 		$30.9M Sell
641,834
-93,960
-13% -$4.65M 0.24% 48
2023
Q2 		$37M Buy
735,794
+55,361
+8% +$2.78M 0.26% 40
2023
Q1 		$34.5M Buy
680,433
+667,610
+5,206% +$33.5M 0.34% 34
2022
Q4 		$635K Sell
12,823
-15,717
-55% -$768K 0.01% 521
2022
Q3 		$1.37M Buy
28,540
+20,382
+250% +$1.02M 0.02% 314
2022
Q2 		$407K Buy
8,158
+150
+2% +$7.52K 0.01% 608
2022
Q1 		$412K Sell
8,008
-3,588
-31% -$191K ﹤0.01% 666
2021
Q4 		$636K Buy
11,596
+2,353
+25% +$129K 0.01% 536
2021
Q3 		$506K Buy
9,243
+5,316
+135% +$294K 0.01% 592
2021
Q2 		$217K Buy
+3,927
New +$216K ﹤0.01% 840
2021
Q1 		– Sell
-3,837
Closed -$211K – 907
2020
Q4 		$211K Buy
+3,837
New +$209K ﹤0.01% 750

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors's VTEB Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $1.54M and bringing the position to 294,870 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #280.

Lido Advisors first reported a position in VTEB in Q4 2020 and has held it in 22 quarters since. The position peaked at $37M in Q2 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Lido Advisors held 294,870 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.9M as of Q2 2026.
  • Lido Advisors bought 30,742 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.54M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #280 holding.
  • Lido Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $37M in Q2 2023.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.