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Salomon & Ludwin’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Salomon & Ludwin’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 		$29.3M Buy
578,375
+14,271
+3% +$717K 2.41% 10
2026
Q1 		$28.5M Buy
564,104
+48,893
+9% +$2.47M 2.55% 8
2025
Q4 		$26M Buy
515,211
+33,355
+7% +$1.68M 2.3% 11
2025
Q3 		$24.1M Sell
481,856
-64,829
-12% -$3.19M 2.17% 12
2025
Q2 		$26.8M Buy
546,685
+10,589
+2% +$517K 2.65% 11
2025
Q1 		$26.6M Buy
536,096
+19,426
+4% +$972K 2.84% 8
2024
Q4 		$25.9M Buy
516,670
+16,320
+3% +$825K 2.74% 9
2024
Q3 		$25.6M Buy
500,350
+52,981
+12% +$2.68M 2.6% 11
2024
Q2 		$22.4M Buy
447,369
+37,229
+9% +$1.86M 2.5% 10
2024
Q1 		$20.8M Buy
410,140
+53,651
+15% +$2.72M 1.79% 17
2023
Q4 		$17.1M Hold
356,489
– – 1.79% 18
2023
Q3 		$17.1M Buy
356,489
+142,327
+66% +$7.05M 1.79% 18
2023
Q2 		$10.8M Buy
214,162
+210,162
+5,254% +$10.6M 1.14% 27
2023
Q1 		$203K Buy
+4,000
New +$201K 0.02% 164

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

Salomon & Ludwin's VTEB Position: Q2 2026 in Review

Salomon & Ludwin increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.5% in Q2 2026, buying an estimated $717K and bringing the position to 578,375 shares worth $29.3M. The position accounts for 2.41% of the portfolio, ranked #10.

Salomon & Ludwin first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Salomon & Ludwin held 578,375 shares of Vanguard Tax-Exempt Bond Index Fund worth $29.3M as of Q2 2026.
  • Salomon & Ludwin bought 14,271 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $717K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.41% of Salomon & Ludwin's portfolio in Q2 2026, its #10 holding.
  • Salomon & Ludwin first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.