Lokken Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lokken Investment 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
2025 Q3	$1.4M	Buy	28,036 +3,035	+12%	+$149K	0.48%	58
2025 Q2	$1.23M	Buy	25,001 +4,818	+24%	+$235K	0.47%	58
2025 Q1	$1M	Buy	20,183 +295	+1%	+$14.8K	0.42%	62
2024 Q4	$997K	Buy	19,888 +2,550	+15%	+$129K	0.43%	65
2024 Q3	$886K	Buy	17,338 +961	+6%	+$48.7K	0.37%	67
2024 Q2	$821K	Buy	16,377 +3,434	+27%	+$172K	0.39%	67
2024 Q1	$655K	Buy	12,943 +730	+6%	+$37K	0.33%	71
2023 Q4	$623K	Buy	12,213 +6,417	+111%	+$315K	0.35%	69
2023 Q3	$279K	Buy	+5,796	New	+$287K	0.18%	103

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lokken Investment Group's VTEB Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q3 2025, buying an estimated $149K and bringing the position to 28,036 shares worth $1.4M. The position accounts for 0.48% of the portfolio, ranked #58.

Lokken Investment Group first reported a position in VTEB in Q3 2023 and has held it in 9 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Lokken Investment Group held 28,036 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.4M as of Q3 2025.
Lokken Investment Group bought 3,035 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $149K.
Vanguard Tax-Exempt Bond Index Fund made up 0.48% of Lokken Investment Group's portfolio in Q3 2025, its #58 holding.
Lokken Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 9 quarters since.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.