Lowe Brockenbrough & Co
VTEB icon

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
Q3 		$478K Hold
10,100
– – 0.02% 239
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lowe Brockenbrough & Co's VTEB Position: Q3 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 10,100 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #239.

Lowe Brockenbrough & Co first reported a position in VTEB in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.23M in Q3 2021. 1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Lowe Brockenbrough & Co held 10,100 shares of Vanguard Tax-Exempt Bond Index Fund worth $478K as of Q3 2026.
  • Lowe Brockenbrough & Co left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #239 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 18 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.23M in Q3 2021.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.