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VTEB icon

LPWM LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LPWM LLC’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 		$3.81M Buy
75,350
+9,867
+15% +$496K 0.85% 23
2026
Q1 		$3.27M Sell
65,483
-1,434
-2% -$72.4K 0.82% 22
2025
Q4 		$3.37M Buy
66,917
+1,890
+3% +$95.1K 0.85% 24
2025
Q3 		$3.26M Buy
65,027
+1,350
+2% +$66.4K 0.87% 23
2025
Q2 		$3.12M Buy
63,677
+47,996
+306% +$2.34M 0.91% 23
2025
Q1 		$778K Sell
15,681
-1,111
-7% -$55.6K 0.25% 41
2024
Q4 		$842K Buy
16,792
+245
+1% +$12.4K 0.27% 40
2024
Q3 		$845K Sell
16,547
-72
-0.4% -$3.65K 0.28% 39
2024
Q2 		$835K Buy
16,619
+637
+4% +$31.9K 0.29% 40
2024
Q1 		$796K Sell
15,982
-53
-0.3% -$2.69K 0.29% 36
2023
Q4 		$815K Sell
16,035
-697
-4% -$34.2K 0.32% 37
2023
Q3 		$798K Buy
16,732
+4,445
+36% +$220K 0.36% 34
2023
Q2 		$616K Sell
12,287
-297
-2% -$14.9K 0.27% 36
2023
Q1 		$638K Buy
12,584
+2,006
+19% +$101K 0.31% 34
2022
Q4 		$531K Sell
10,578
-4,470
-30% -$219K 0.29% 34
2022
Q3 		$724K Sell
15,048
-7,999
-35% -$400K 0.43% 31
2022
Q2 		$1.16M Buy
23,047
+3,651
+19% +$183K 0.64% 25
2022
Q1 		$992K Buy
19,396
+4,350
+29% +$232K 0.49% 30
2021
Q4 		$826K Hold
15,046
– – 0.44% 30
2021
Q3 		$823K Sell
15,046
-125
-0.8% -$6.91K 0.49% 25
2021
Q2 		$841K Sell
15,171
-225
-1% -$12.4K 0.5% 25
2021
Q1 		$841K Sell
15,396
-150
-1% -$8.24K 0.57% 24
2020
Q4 		$858K Buy
15,546
+829
+6% +$45.3K 0.64% 23
2020
Q3 		$800K Sell
14,717
-42
-0.3% -$2.29K 0.65% 25
2020
Q2 		$799K Buy
14,759
+3,751
+34% +$200K 0.73% 24
2020
Q1 		$582K Buy
+11,008
New +$589K 0.63% 22

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPWM LLC's VTEB Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, buying an estimated $496K and bringing the position to 75,350 shares worth $3.81M. The position accounts for 0.85% of the portfolio, ranked #23.

LPWM LLC first reported a position in VTEB in Q1 2020 and has held it in 26 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LPWM LLC held 75,350 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.81M as of Q2 2026.
  • LPWM LLC bought 9,867 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $496K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.85% of LPWM LLC's portfolio in Q2 2026, its #23 holding.
  • LPWM LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 26 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.