Lloyd Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lloyd Advisory Services’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	–	Sell	-39	Closed	-$1.95K	–	1008
2026 Q1	$1.95K	Buy	+39	New	+$1.97K	﹤0.01%	666
2023 Q4	–	Sell	-29,887	Closed	-$1.44M	–	332
2023 Q3	$1.44M	Buy	+29,887	New	+$1.48M	0.47%	42

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

Lloyd Advisory Services's VTEB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 39 shares — an estimated $1.95K sold.

Lloyd Advisory Services first reported a position in VTEB in Q3 2023 and held it in 2 quarters. The position peaked at $1.44M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Lloyd Advisory Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 39 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.95K.
Lloyd Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 2 quarters.
Lloyd Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.44M in Q3 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.