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Lodestar Private Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lodestar Private Asset 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 		$621K Buy
12,274
+160
+1% +$8.04K 0.05% 148
2026
Q1 		$604K Sell
12,114
-1,158
-9% -$58.5K 0.06% 140
2025
Q4 		$667K Buy
13,272
+158
+1% +$7.95K 0.07% 132
2025
Q3 		$657K Sell
13,114
-1,561
-11% -$76.7K 0.07% 132
2025
Q2 		$720K Sell
14,675
-5,711
-28% -$279K 0.08% 117
2025
Q1 		$1.01M Buy
20,386
+1,225
+6% +$61.3K 0.13% 98
2024
Q4 		$961K Buy
19,161
+422
+2% +$21.3K 0.12% 103
2024
Q3 		$958K Buy
18,739
+1,960
+12% +$99.3K 0.12% 99
2024
Q2 		$841K Sell
16,779
-299
-2% -$15K 0.12% 103
2024
Q1 		$864K Buy
17,078
+137
+0.8% +$6.94K 0.12% 103
2023
Q4 		$865K Sell
16,941
-7,585
-31% -$372K 0.13% 98
2023
Q3 		$1.18M Buy
24,526
+6,514
+36% +$323K 0.2% 81
2023
Q2 		$905K Buy
18,012
+486
+3% +$24.4K 0.15% 94
2023
Q1 		$888K Buy
17,526
+5,244
+43% +$263K 0.16% 96
2022
Q4 		$608K Buy
+12,282
New +$600K 0.12% 110

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lodestar Private Asset Management's VTEB Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, buying an estimated $8.04K and bringing the position to 12,274 shares worth $621K. The position accounts for 0.05% of the portfolio, ranked #148.

Lodestar Private Asset Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Lodestar Private Asset Management held 12,274 shares of Vanguard Tax-Exempt Bond Index Fund worth $621K as of Q2 2026.
  • Lodestar Private Asset Management bought 160 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $8.04K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #148 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.18M in Q3 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.