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Luminvest Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Luminvest Wealth Management’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 		$27.7M Buy
551,562
+11,007
+2% +$553K 6.44% 5
2026
Q1 		$27.1M Buy
540,555
+8,196
+2% +$414K 7.08% 4
2025
Q4 		$26.8M Buy
532,359
+53,251
+11% +$2.68M 7.43% 4
2025
Q3 		$24M Buy
479,108
+60,172
+14% +$2.96M 7.82% 4
2025
Q2 		$20.5M Buy
418,936
+43,452
+12% +$2.12M 7.35% 4
2025
Q1 		$18.6M Sell
375,484
-59,953
-14% -$3M 7.68% 4
2024
Q4 		$21.8M Buy
435,437
+62,737
+17% +$3.17M 8.81% 4
2024
Q3 		$19M Buy
372,700
+7,266
+2% +$368K 7.87% 4
2024
Q2 		$18.6M Buy
365,434
+24,304
+7% +$1.22M 8.71% 4
2024
Q1 		$17.4M Sell
341,130
-13,089
-4% -$663K 10.93% 4
2023
Q4 		$18M Buy
+354,219
New +$17.4M 11.79% 4

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

Luminvest Wealth Management's VTEB Position: Q2 2026 in Review

Luminvest Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, buying an estimated $553K and bringing the position to 551,562 shares worth $27.7M. The position accounts for 6.44% of the portfolio, ranked #5.

Luminvest Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Luminvest Wealth Management held 551,562 shares of Vanguard Tax-Exempt Bond Index Fund worth $27.7M as of Q2 2026.
  • Luminvest Wealth Management bought 11,007 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $553K.
  • Vanguard Tax-Exempt Bond Index Fund made up 6.44% of Luminvest Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.