Lowe Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$28.6K	Buy	+571	New	+$28.1K	0.01%	183

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lowe Wealth Advisors's VTEB Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025: 571 shares worth $28.6K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Lowe Wealth Advisors held 571 shares of Vanguard Tax-Exempt Bond Index Fund worth $28.6K as of Q3 2025.
Vanguard Tax-Exempt Bond Index Fund was a new Lowe Wealth Advisors position in Q3 2025.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #183 holding.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.