Red Lighthouse Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Red Lighthouse Investment 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 Q1	–	Sell	-3,284	Closed	-$165K	–	113
2025 Q4	$165K	Hold	3,284	–	–	0.06%	60
2025 Q3	$164K	Hold	3,284	–	–	0.06%	81
2025 Q2	$161K	Buy	3,284 +3,088	+1,576%	+$151K	0.06%	79
2025 Q1	$9.92K	Sell	196 -3,088	-94%	-$154K	﹤0.01%	104
2024 Q4	$165K	Buy	+3,284	New	+$166K	0.07%	73

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Lighthouse Investment Management's VTEB Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 3,284 shares — an estimated $165K sold.

Red Lighthouse Investment Management first reported a position in VTEB in Q4 2024 and held it in 5 quarters. The position peaked at $165K in Q4 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 3,284 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $165K.
Red Lighthouse Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 5 quarters.
Red Lighthouse Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $165K in Q4 2025.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.