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

Rothschild Investment 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
Q2 		$3.36K Hold
66
– – ﹤0.01% 2499
2026
Q1 		$3.28K Sell
66
-424
-87% -$21.4K ﹤0.01% 2289
2025
Q4 		$24.7K Buy
490
+425
+654% +$21.4K ﹤0.01% 1244
2025
Q3 		$3.24K Buy
65
+1
+2% +$49 ﹤0.01% 1934
2025
Q2 		$3.15K Hold
64
– – ﹤0.01% 1761
2025
Q1 		$3.16K Buy
64
+1
+2% +$50 ﹤0.01% 1655
2024
Q4 		$3.17K Hold
63
– – ﹤0.01% 1546
2024
Q3 		$3.2K Buy
63
+1
+2% +$51 ﹤0.01% 1475
2024
Q2 		$3.12K Buy
62
+20
+48% +$1K ﹤0.01% 1276
2024
Q1 		$2.13K Hold
42
– – ﹤0.01% 1208
2023
Q4 		$2.14K Buy
+42
New +$2.06K ﹤0.01% 1138

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Rothschild Investment LLC's VTEB Position: Q2 2026 in Review

Rothschild Investment LLC held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 66 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Rothschild Investment LLC first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.7K in Q4 2025. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Rothschild Investment LLC held 66 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.36K as of Q2 2026.
  • Rothschild Investment LLC left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2499 holding.
  • Rothschild Investment LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $24.7K in Q4 2025.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.