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

LVW 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
2026
Q2 		$1.33M Sell
26,276
-1,632
-6% -$82K 0.11% 108
2026
Q1 		$1.39M Buy
27,908
+1,000
+4% +$50.5K 0.13% 90
2025
Q4 		$1.35M Buy
26,908
+4,505
+20% +$227K 0.14% 86
2025
Q3 		$1.12M Buy
22,403
+1,474
+7% +$72.4K 0.11% 98
2025
Q2 		$1.03M Sell
20,929
-23
-0.1% -$1.12K 0.11% 108
2025
Q1 		$1.04M Sell
20,952
-4,494
-18% -$225K 0.12% 104
2024
Q4 		$1.28M Sell
25,446
-75,994
-75% -$3.84M 0.15% 93
2024
Q3 		$5.19M Buy
101,440
+8,453
+9% +$428K 0.66% 26
2024
Q2 		$4.66M Buy
92,987
+5,170
+6% +$259K 0.68% 26
2024
Q1 		$4.44M Sell
87,817
-6,405
-7% -$325K 0.75% 26
2023
Q4 		$4.81M Buy
94,222
+7,839
+9% +$384K 0.9% 22
2023
Q3 		$4.16M Buy
86,383
+2,594
+3% +$129K 0.86% 26
2023
Q2 		$4.21M Buy
83,789
+1,923
+2% +$96.6K 0.81% 29
2023
Q1 		$4.15M Buy
81,866
+8,623
+12% +$433K 0.81% 30
2022
Q4 		$3.62M Sell
73,243
-3,778
-5% -$185K 0.74% 37
2022
Q3 		$3.71M Buy
77,021
+8,618
+13% +$431K 0.83% 32
2022
Q2 		$3.42M Sell
68,403
-3,069
-4% -$154K 0.69% 43
2022
Q1 		$3.69M Buy
71,472
+1,034
+1% +$55K 0.62% 45
2021
Q4 		$3.87M Sell
70,438
-266
-0.4% -$14.6K 0.66% 39
2021
Q3 		$3.87M Sell
70,704
-652
-0.9% -$36.1K 0.67% 40
2021
Q2 		$3.95M Buy
71,356
+5,018
+8% +$276K 0.7% 39
2021
Q1 		$3.63M Sell
66,338
-3,068
-4% -$169K 0.7% 41
2020
Q4 		$3.83M Buy
69,406
+3,132
+5% +$171K 0.77% 35
2020
Q3 		$3.61M Buy
66,274
+33,285
+101% +$1.82M 0.8% 35
2020
Q2 		$1.79M Buy
32,989
+13,785
+72% +$734K 0.43% 52
2020
Q1 		$1.02M Sell
19,204
-21,327
-53% -$1.14M 0.27% 62
2019
Q4 		$2.17M Sell
40,531
-2,123
-5% -$114K 0.49% 55
2019
Q3 		$2.29M Buy
42,654
+22,704
+114% +$1.22M 0.57% 51
2019
Q2 		$1.06M Buy
+19,950
New +$1.05M 0.29% 60

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

LVW Advisors's VTEB Position: Q2 2026 in Review

LVW Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.8% in Q2 2026, selling an estimated $82K and leaving 26,276 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #108.

LVW Advisors first reported a position in VTEB in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.19M in Q3 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • LVW Advisors held 26,276 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.33M as of Q2 2026.
  • LVW Advisors sold 1,632 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $82K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #108 holding.
  • LVW Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 29 quarters since.
  • LVW Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.19M in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.