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 Q3	$931K	Buy	19,660 +620	+3%	+$30.6K	1.34%	19
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%	+$3.76K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Lockerman Financial Group's VTEB Position: Q3 2026 in Review

Lockerman Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.3% in Q3 2026, buying an estimated $30.6K and bringing the position to 19,660 shares worth $931K. The position accounts for 1.34% of the portfolio, ranked #19.

Lockerman Financial Group first reported a position in VTEB in Q3 2022 and has held it in 17 quarters since. The position peaked at $964K in Q3 2024. 906 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Lockerman Financial Group held 19,660 shares of Vanguard Tax-Exempt Bond Index Fund worth $931K as of Q3 2026.
Lockerman Financial Group bought 620 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $30.6K.
Vanguard Tax-Exempt Bond Index Fund made up 1.34% of Lockerman Financial Group's portfolio in Q3 2026, its #19 holding.
Lockerman Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 17 quarters since.
Lockerman Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $964K in Q3 2024.
906 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.