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Longview Asset Management (California)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Longview Asset Management (California)’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 		$52.4K Hold
1,035
– – 0.03% 86
2026
Q1 		$51.6K Hold
1,035
– – 0.03% 79
2025
Q4 		$52.1K Hold
1,035
– – 0.03% 82
2025
Q3 		$51.8K Hold
1,035
– – 0.03% 84
2025
Q2 		$50.7K Buy
+1,035
New +$50.6K 0.03% 73
2025
Q1 		– Sell
-915
Closed -$45.9K – 134
2024
Q4 		$45.9K Buy
+915
New +$46.3K 0.03% 78

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
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
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Longview Asset Management (California)'s VTEB Position: Q2 2026 in Review

Longview Asset Management (California) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 1,035 shares worth $52.4K. The position accounts for 0.03% of the portfolio, ranked #86.

Longview Asset Management (California) first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Longview Asset Management (California) held 1,035 shares of Vanguard Tax-Exempt Bond Index Fund worth $52.4K as of Q2 2026.
  • Longview Asset Management (California) left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Longview Asset Management (California)'s portfolio in Q2 2026, its #86 holding.
  • Longview Asset Management (California) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.