NVWM LLC
VTEB icon

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

NVWM 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
Q3 		– Sell
-56
Closed -$2.82K – 819
2026
Q2 		$2.82K Buy
56
+3
+6% +$151 ﹤0.01% 441
2026
Q1 		$2.66K Buy
53
+3
+6% +$151 ﹤0.01% 427
2025
Q4 		$2.52K Buy
50
+6
+14% +$302 ﹤0.01% 438
2025
Q3 		$2.23K Buy
44
+6
+16% +$295 ﹤0.01% 420
2025
Q2 		$1.87K Buy
38
+22
+138% +$1.08K ﹤0.01% 432
2025
Q1 		$794 Buy
+16
New +$800 ﹤0.01% 516
2024
Q2 		– Sell
-3,283
Closed -$166K – 672
2024
Q1 		$166K Hold
3,283
– – 0.05% 192
2023
Q4 		$168K Hold
3,283
– – 0.05% 190
2023
Q3 		$158K Sell
3,283
-6,300
-66% -$312K 0.05% 189
2023
Q2 		$481K Hold
9,583
– – 0.16% 159
2023
Q1 		$485K Buy
9,583
+331
+4% +$16.6K 0.16% 166
2022
Q4 		$458K Buy
9,252
+5,638
+156% +$276K 0.17% 154
2022
Q3 		$174K Hold
3,614
– – 0.07% 184
2022
Q2 		$180K Hold
3,614
– – 0.07% 183
2022
Q1 		$186K Buy
3,614
+662
+22% +$35.2K 0.06% 194
2021
Q4 		$162K Hold
2,952
– – 0.05% 195
2021
Q3 		$162K Buy
+2,952
New +$163K 0.06% 192

Other funds holding VTEB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

NVWM LLC's VTEB Position: Q3 2026 in Review

NVWM LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 56 shares — an estimated $2.82K sold.

NVWM LLC first reported a position in VTEB in Q3 2021 and held it in 17 quarters. The position peaked at $485K in Q1 2023. 1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • NVWM LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
  • NVWM LLC sold 56 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.82K.
  • NVWM LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 17 quarters.
  • NVWM LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $485K in Q1 2023.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.