LWM
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Lodestone Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lodestone Wealth 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 		$250K Hold
4,950
– – 0.09% 165
2026
Q1 		$247K Hold
4,950
– – 0.1% 157
2025
Q4 		$249K Hold
4,950
– – 0.1% 154
2025
Q3 		$248K Hold
4,950
– – 0.11% 158
2025
Q2 		$243K Buy
+4,950
New +$242K 0.12% 150

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Lodestone Wealth Management's VTEB Position: Q2 2026 in Review

Lodestone Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,950 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #165.

Lodestone Wealth Management first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Lodestone Wealth Management held 4,950 shares of Vanguard Tax-Exempt Bond Index Fund worth $250K as of Q2 2026.
  • Lodestone Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.