Long Island Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Long Island 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	$407K	Sell	8,051 -686	-8%	-$34.5K	0.17%	62
2026 Q1	$436K	Sell	8,737 -484	-5%	-$24.4K	0.2%	58
2025 Q4	$464K	Sell	9,221 -6,724	-42%	-$338K	0.22%	59
2025 Q3	$798K	Sell	15,945 -3,466	-18%	-$170K	0.39%	48
2025 Q2	$952K	Sell	19,411 -935	-5%	-$45.7K	0.49%	43
2025 Q1	$1.01M	Buy	20,346 +466	+2%	+$23.3K	0.61%	37
2024 Q4	$997K	Sell	19,880 -38	-0.2%	-$1.92K	0.62%	36
2024 Q3	$1.02M	Buy	19,918 +145	+0.7%	+$7.35K	0.67%	35
2024 Q2	$991K	Sell	19,773 -428	-2%	-$21.4K	0.7%	33
2024 Q1	$1.02M	Buy	20,201 +144	+0.7%	+$7.3K	0.72%	36
2023 Q4	$1.02M	Buy	+20,057	New	+$983K	0.73%	35

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Long Island Wealth Management's VTEB Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.9% in Q2 2026, selling an estimated $34.5K and leaving 8,051 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #62.

Long Island Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2023. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Long Island Wealth Management held 8,051 shares of Vanguard Tax-Exempt Bond Index Fund worth $407K as of Q2 2026.
Long Island Wealth Management sold 686 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $34.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Long Island Wealth Management's portfolio in Q2 2026, its #62 holding.
Long Island Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.02M in Q4 2023.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.