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 Q2	$511K	Sell	10,100 -4,000	-28%	-$201K	0.02%	219
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 $1.81T 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

Lowe Brockenbrough & Co's VTEB Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q2 2026, selling an estimated $201K and leaving 10,100 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #219.

Lowe Brockenbrough & Co first reported a position in VTEB in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.23M in Q3 2021. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Lowe Brockenbrough & Co held 10,100 shares of Vanguard Tax-Exempt Bond Index Fund worth $511K as of Q2 2026.
Lowe Brockenbrough & Co sold 4,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $201K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #219 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 17 quarters since.
Lowe Brockenbrough & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.23M in Q3 2021.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.