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VTEB icon

LRI Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LRI Investments’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 		$175K Sell
3,463
-126
-4% -$6.33K 0.01% 355
2026
Q1 		$179K Sell
3,589
-1,004
-22% -$50.7K 0.02% 300
2025
Q4 		$231K Buy
4,593
+383
+9% +$19.3K 0.02% 259
2025
Q3 		$211K Sell
4,210
-26
-0.6% -$1.28K 0.02% 282
2025
Q2 		$208K Sell
4,236
-62
-1% -$3.03K 0.02% 279
2025
Q1 		$213K Buy
4,298
+338
+9% +$16.9K 0.02% 252
2024
Q4 		$199K Buy
3,960
+219
+6% +$11.1K 0.02% 271
2024
Q3 		$188K Buy
3,741
+195
+5% +$9.88K 0.02% 291
2024
Q2 		$178K Buy
3,546
+121
+4% +$6.05K 0.02% 274
2024
Q1 		$173K Buy
+3,425
New +$174K 0.04% 140

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LRI Investments's VTEB Position: Q2 2026 in Review

LRI Investments reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.5% in Q2 2026, selling an estimated $6.33K and leaving 3,463 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #355.

LRI Investments first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $231K in Q4 2025. 738 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LRI Investments held 3,463 shares of Vanguard Tax-Exempt Bond Index Fund worth $175K as of Q2 2026.
  • LRI Investments sold 126 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.33K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of LRI Investments's portfolio in Q2 2026, its #355 holding.
  • LRI Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $231K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.