LWM
VTEB icon

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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

LongView Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 8,429 shares — an estimated $424K sold.

LongView Wealth Management first reported a position in VTEB in Q2 2025 and held it in 4 quarters. The position peaked at $424K in Q1 2026. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LongView Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 8,429 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $424K.
  • LongView Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and held it in 4 quarters.
  • LongView Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $424K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.