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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's VTEB Position: Q1 2026 in Review

Lido Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.03% in Q1 2026, buying an estimated $4.49K and bringing the position to 264,128 shares worth $13.2M. The position accounts for 0.04% of the portfolio, ranked #274.

Lido Advisors first reported a position in VTEB in Q4 2020 and has held it in 21 quarters since. The position peaked at $37M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Lido Advisors held 264,128 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.2M as of Q1 2026.
  • Lido Advisors bought 89 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $4.49K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #274 holding.
  • Lido Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 21 quarters since.
  • Lido Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $37M in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.