Litman Gregory Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$231K	Hold	4,602	–	–	0.02%	137
2025 Q3	$230K	Buy	4,602 +204	+5%	+$10K	0.02%	139
2025 Q2	$216K	Sell	4,398 -2,686	-38%	-$131K	0.02%	133
2025 Q1	$352K	Hold	7,084	–	–	0.03%	109
2024 Q4	$355K	Hold	7,084	–	–	0.03%	102
2024 Q3	$362K	Buy	+7,084	New	+$359K	0.03%	106

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Litman Gregory Wealth Management's VTEB Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2025 at 4,602 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #137.

Litman Gregory Wealth Management first reported a position in VTEB in Q3 2024 and has held it in 6 quarters since. The position peaked at $362K in Q3 2024. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Litman Gregory Wealth Management held 4,602 shares of Vanguard Tax-Exempt Bond Index Fund worth $231K as of Q4 2025.
Litman Gregory Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2025.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #137 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 6 quarters since.
Litman Gregory Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $362K in Q3 2024.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.