LCC
VTEB icon

Lincoln Capital Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lincoln Capital Corp’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 		$1.6M Buy
31,589
+621
+2% +$31.2K 0.52% 44
2026
Q1 		$1.54M Buy
30,968
+724
+2% +$36.6K 0.57% 39
2025
Q4 		$1.52M Buy
30,244
+11,079
+58% +$557K 0.54% 39
2025
Q3 		$960K Buy
19,165
+1,869
+11% +$91.9K 0.35% 49
2025
Q2 		$848K Buy
17,296
+373
+2% +$18.2K 0.33% 50
2025
Q1 		$840K Sell
16,923
-685
-4% -$34.3K 0.35% 50
2024
Q4 		$883K Buy
17,608
+189
+1% +$9.55K 0.36% 46
2024
Q3 		$890K Sell
17,419
-4,703
-21% -$238K 0.36% 43
2024
Q2 		$1.11M Buy
22,122
+1,597
+8% +$79.9K 0.47% 39
2024
Q1 		$1.04M Buy
20,525
+2,002
+11% +$101K 0.45% 36
2023
Q4 		$946K Buy
18,523
+1,062
+6% +$52.1K 0.46% 39
2023
Q3 		$840K Buy
17,461
+144
+0.8% +$7.13K 0.45% 39
2023
Q2 		$870K Sell
17,317
-1,793
-9% -$90.1K 0.45% 39
2023
Q1 		$968K Buy
+19,110
New +$959K 0.56% 33

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Lincoln Capital Corp's VTEB Position: Q2 2026 in Review

Lincoln Capital Corp increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, buying an estimated $31.2K and bringing the position to 31,589 shares worth $1.6M. The position accounts for 0.52% of the portfolio, ranked #44.

Lincoln Capital Corp first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. 878 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Lincoln Capital Corp held 31,589 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.6M as of Q2 2026.
  • Lincoln Capital Corp bought 621 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $31.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.52% of Lincoln Capital Corp's portfolio in Q2 2026, its #44 holding.
  • Lincoln Capital Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
  • 878 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.