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

LifeGoal Wealth 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	$1.02M	Sell	20,248 -1,454	-7%	-$73.1K	0.47%	33
2026 Q1	$1.08M	Sell	21,702 -99	-0.5%	-$5K	0.62%	31
2025 Q4	$1.1M	Buy	21,801 +12,986	+147%	+$653K	0.73%	29
2025 Q3	$441K	Buy	8,815 +1,711	+24%	+$84.1K	0.37%	45
2025 Q2	$348K	Sell	7,104 -8,223	-54%	-$402K	0.33%	45
2025 Q1	$761K	Sell	15,327 -15,387	-50%	-$770K	0.82%	29
2024 Q4	$1.54M	Buy	+30,714	New	+$1.55M	1.67%	19

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

LifeGoal Wealth Advisors's VTEB Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.7% in Q2 2026, selling an estimated $73.1K and leaving 20,248 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #33.

LifeGoal Wealth Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2024. 738 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

LifeGoal Wealth Advisors held 20,248 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.02M as of Q2 2026.
LifeGoal Wealth Advisors sold 1,454 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $73.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.47% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #33 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.54M in Q4 2024.
738 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.