Lockerman Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lockerman Financial Group’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	$963K	Hold	19,040	–	–	1.47%	18
2026 Q1	$950K	Hold	19,040	–	–	1.71%	15
2025 Q4	$958K	Buy	19,040 +105	+0.6%	+$5.28K	1.84%	14
2025 Q3	$948K	Buy	18,935 +822	+5%	+$40.4K	1.2%	19
2025 Q2	$888K	Hold	18,113	–	–	1.2%	18
2025 Q1	$899K	Sell	18,113 -1,028	-5%	-$51.4K	1.36%	15
2024 Q4	$960K	Buy	19,141 +278	+1%	+$14.1K	1.63%	13
2024 Q3	$964K	Buy	18,863 +879	+5%	+$44.5K	1.63%	13
2024 Q2	$901K	Hold	17,984	–	–	1.63%	14
2024 Q1	$910K	Buy	17,984 +419	+2%	+$21.2K	1.74%	10
2023 Q4	$897K	Buy	17,565 +367	+2%	+$18K	2.07%	10
2023 Q3	$827K	Buy	17,198 +4,454	+35%	+$221K	2.23%	9
2023 Q2	$640K	Buy	12,744 +358	+3%	+$18K	1.78%	15
2023 Q1	$627K	Buy	12,386 +75	+0.6%	+$3.77K	1.73%	16
2022 Q4	$609K	Buy	12,311 +330	+3%	+$16.1K	1.78%	16
2022 Q3	$577K	Buy	+11,981	New	+$599K	1.66%	18

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Lockerman Financial Group's VTEB Position: Q2 2026 in Review

Lockerman Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 19,040 shares worth $963K. The position accounts for 1.47% of the portfolio, ranked #18.

Lockerman Financial Group first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $964K in Q3 2024. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Lockerman Financial Group held 19,040 shares of Vanguard Tax-Exempt Bond Index Fund worth $963K as of Q2 2026.
Lockerman Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.47% of Lockerman Financial Group's portfolio in Q2 2026, its #18 holding.
Lockerman Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
Lockerman Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $964K in Q3 2024.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.