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

LongView 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 Q3	$352K	Buy	+7,443	New	+$367K	0.09%	159
2026 Q2	–	Sell	-8,429	Closed	-$424K	–	258
2026 Q1	$424K	Buy	8,429 +1,208	+17%	+$61K	0.11%	150
2025 Q4	$365K	Buy	7,221 +2,160	+43%	+$109K	0.09%	168
2025 Q3	$253K	Sell	5,061 -641	-11%	-$31.5K	0.07%	202
2025 Q2	$280K	Buy	+5,702	New	+$279K	0.08%	176

Other funds holding VTEB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

LongView Wealth Management's VTEB Position: Q3 2026 in Review

LongView Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 7,443 shares worth $352K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in VTEB as recently as Q1 2026.

LongView Wealth Management first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $424K in Q1 2026. 765 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

LongView Wealth Management held 7,443 shares of Vanguard Tax-Exempt Bond Index Fund worth $352K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new LongView Wealth Management position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of LongView Wealth Management's portfolio in Q3 2026, its #159 holding.
LongView Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
LongView Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $424K in Q1 2026.
765 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.