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

LJI 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
2026 Q2	$1.52M	Buy	30,004 +531	+2%	+$26.7K	0.21%	50
2026 Q1	$1.47M	Sell	29,473 -14,930	-34%	-$754K	0.23%	42
2025 Q4	$2.23M	Buy	44,403 +15,521	+54%	+$781K	0.34%	34
2025 Q3	$1.45M	Sell	28,882 -2,871	-9%	-$141K	0.25%	39
2025 Q2	$1.56M	Buy	31,753 +6,434	+25%	+$314K	0.27%	42
2025 Q1	$1.26M	Sell	25,319 -261	-1%	-$13.1K	0.25%	45
2024 Q4	$1.28M	Buy	25,580 +1,214	+5%	+$61.4K	0.25%	43
2024 Q3	$1.25M	Buy	24,366 +1,594	+7%	+$80.8K	0.25%	48
2024 Q2	$1.14M	Buy	22,772 +1,110	+5%	+$55.5K	0.25%	49
2024 Q1	$1.1M	Sell	21,662 -2,377	-10%	-$120K	0.28%	39
2023 Q4	$1.23M	Sell	24,039 -69,453	-74%	-$3.41M	0.32%	39
2023 Q3	$4.5M	Hold	93,492	–	–	1.29%	14
2023 Q2	$4.7M	Hold	93,492	–	–	1.37%	14
2023 Q1	$4.74M	Sell	93,492 -1,000	-1%	-$50.2K	1.5%	14
2022 Q4	$4.68M	Buy	+94,492	New	+$4.62M	1.64%	14

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LJI Wealth Management's VTEB Position: Q2 2026 in Review

LJI Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.8% in Q2 2026, buying an estimated $26.7K and bringing the position to 30,004 shares worth $1.52M. The position accounts for 0.21% of the portfolio, ranked #50.

LJI Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.74M in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

LJI Wealth Management held 30,004 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.52M as of Q2 2026.
LJI Wealth Management bought 531 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $26.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.21% of LJI Wealth Management's portfolio in Q2 2026, its #50 holding.
LJI Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.74M in Q1 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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