LW
VTEB icon

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

Linscomb Wealth’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 		$10.7M Buy
211,582
+82,075
+63% +$4.12M 0.46% 42
2026
Q1 		$6.46M Buy
129,507
+60,056
+86% +$3.03M 0.29% 70
2025
Q4 		$3.49M Buy
69,451
+2,658
+4% +$134K 0.15% 123
2025
Q3 		$3.34M Buy
66,793
+4,366
+7% +$215K 0.14% 128
2025
Q2 		$3.06M Buy
62,427
+1,580
+3% +$77.2K 0.14% 126
2025
Q1 		$3.02M Buy
60,847
+10,586
+21% +$530K 0.15% 119
2024
Q4 		$2.52M Buy
50,261
+6,336
+14% +$320K 0.13% 130
2024
Q3 		$2.25M Buy
43,925
+3,154
+8% +$160K 0.11% 135
2024
Q2 		$2.04M Buy
40,771
+7,531
+23% +$377K 0.11% 132
2024
Q1 		$1.68M Buy
33,240
+6,435
+24% +$326K 0.09% 138
2023
Q4 		$1.37M Sell
26,805
-42,681
-61% -$2.09M 0.08% 144
2023
Q3 		$3.34M Sell
69,486
-11,998
-15% -$594K 0.2% 101
2023
Q2 		$4.09M Sell
81,484
-18,329
-18% -$921K 0.22% 94
2023
Q1 		$5.06M Buy
99,813
+5,205
+6% +$261K 0.27% 87
2022
Q4 		$4.68M Buy
94,608
+1,018
+1% +$49.8K 0.24% 90
2022
Q3 		$4.5M Buy
93,590
+34,618
+59% +$1.73M 0.27% 84
2022
Q2 		$2.94M Buy
58,972
+19,139
+48% +$959K 0.17% 104
2022
Q1 		$2.05M Sell
39,833
-17,754
-31% -$945K 0.1% 132
2021
Q4 		$3.16M Buy
57,587
+5,796
+11% +$318K 0.15% 112
2021
Q3 		$2.84M Buy
51,791
+18,055
+54% +$998K 0.15% 109
2021
Q2 		$1.87M Buy
33,736
+9,687
+40% +$534K 0.1% 129
2021
Q1 		$1.31M Buy
24,049
+1,220
+5% +$67K 0.07% 146
2020
Q4 		$1.26M Buy
22,829
+338
+2% +$18.5K 0.08% 143
2020
Q3 		$1.22M Buy
22,491
+730
+3% +$39.8K 0.08% 134
2020
Q2 		$1.18M Buy
21,761
+4,803
+28% +$256K 0.09% 131
2020
Q1 		$897K Sell
16,958
-4,070
-19% -$218K 0.08% 146
2019
Q4 		$1.13M Buy
21,028
+8,682
+70% +$465K 0.07% 191
2019
Q3 		$662K Buy
12,346
+824
+7% +$44.1K 0.05% 155
2019
Q2 		$611K Buy
11,522
+604
+6% +$31.7K 0.05% 165
2019
Q1 		$569K Hold
10,918
– – 0.05% 167
2018
Q4 		$557K Hold
10,918
– – 0.05% 157
2018
Q3 		$551K Hold
10,918
– – 0.05% 173
2018
Q2 		$557K Hold
10,918
– – 0.05% 165
2018
Q1 		$555K Hold
10,918
– – 0.05% 159
2017
Q4 		$564K Hold
10,918
– – 0.05% 160
2017
Q3 		$564K Hold
10,918
– – 0.05% 156
2017
Q2 		$560K Buy
+10,918
New +$558K 0.05% 156
2017
Q1 		– Sell
-5,090
Closed -$256K – 264
2016
Q4 		$256K Buy
+5,090
New +$259K 0.02% 224

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Linscomb Wealth's VTEB Position: Q2 2026 in Review

Linscomb Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 63% in Q2 2026, buying an estimated $4.12M and bringing the position to 211,582 shares worth $10.7M. The position accounts for 0.46% of the portfolio, ranked #42.

Linscomb Wealth first reported a position in VTEB in Q4 2016 and has held it in 38 quarters since. 1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Linscomb Wealth held 211,582 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.7M as of Q2 2026.
  • Linscomb Wealth bought 82,075 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.12M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.46% of Linscomb Wealth's portfolio in Q2 2026, its #42 holding.
  • Linscomb Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 38 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.