LM Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LM Advisors’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	$565K	Buy	11,155 +10,598	+1,903%	+$533K	0.07%	149
2026 Q1	$11.2K	Sell	557 -4	-0.7%	-$202	0.18%	93
2025 Q4	$11.2K	Sell	561 -10,594	-95%	-$533K	0.2%	88
2025 Q3	$559K	Hold	11,155	–	–	0.08%	130
2025 Q2	$547K	Hold	11,155	–	–	0.07%	122
2025 Q1	$554K	Hold	11,155	–	–	0.1%	147
2024 Q4	$559K	Hold	11,155	–	–	0.1%	128
2024 Q3	$570K	Hold	11,155	–	–	0.12%	111
2024 Q2	$559K	Hold	11,155	–	–	﹤0.01%	122
2024 Q1	$564K	Hold	11,155	–	–	0.09%	131
2023 Q4	$569K	Buy	+11,155	New	+$547K	0.11%	104

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

LM Advisors's VTEB Position: Q2 2026 in Review

LM Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1,903% in Q2 2026, buying an estimated $533K and bringing the position to 11,155 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #149.

LM Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q3 2024. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

LM Advisors held 11,155 shares of Vanguard Tax-Exempt Bond Index Fund worth $565K as of Q2 2026.
LM Advisors bought 10,598 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $533K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of LM Advisors's portfolio in Q2 2026, its #149 holding.
LM Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
LM Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $570K in Q3 2024.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.