Lowe Brockenbrough & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lowe Brockenbrough & Co’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 Q1	$703K	Buy	14,100 +4,000	+40%	+$202K	0.04%	202
2025 Q4	$508K	Buy	10,100 +6,100	+153%	+$307K	0.03%	217
2025 Q3	$200K	Buy	+4,000	New	+$197K	0.01%	287
2025 Q1	–	Sell	-4,000	Closed	-$201K	–	268
2024 Q4	$201K	Sell	4,000 -4,000	-50%	-$202K	0.01%	263
2024 Q3	$409K	Hold	8,000	–	–	0.03%	228
2024 Q2	$401K	Hold	8,000	–	–	0.03%	225
2024 Q1	$405K	Hold	8,000	–	–	0.03%	230
2023 Q4	$408K	Sell	8,000 -7,350	-48%	-$360K	0.03%	223
2023 Q3	$738K	Buy	15,350 +8,000	+109%	+$396K	0.06%	193
2023 Q2	$369K	Hold	7,350	–	–	0.03%	232
2023 Q1	$372K	Hold	7,350	–	–	0.03%	224
2022 Q4	$364K	Sell	7,350 -53,700	-88%	-$2.63M	0.03%	225
2022 Q3	$2.94M	Buy	61,050 +150	+0.2%	+$7.5K	0.28%	91
2022 Q2	$3.04M	Hold	60,900	–	–	0.27%	94
2022 Q1	$3.14M	Buy	+60,900	New	+$3.24M	0.23%	103
2021 Q4	–	Sell	-58,900	Closed	-$3.23M	–	277
2021 Q3	$3.23M	Buy	+58,900	New	+$3.26M	0.25%	102

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Brockenbrough & Co's VTEB Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q1 2026, buying an estimated $202K and bringing the position to 14,100 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #202.

Lowe Brockenbrough & Co first reported a position in VTEB in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.23M in Q3 2021. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Lowe Brockenbrough & Co held 14,100 shares of Vanguard Tax-Exempt Bond Index Fund worth $703K as of Q1 2026.
Lowe Brockenbrough & Co bought 4,000 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $202K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #202 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 16 quarters since.
Lowe Brockenbrough & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.23M in Q3 2021.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.