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

SFM 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	-4,426	Closed	-$224K	–	73
2026 Q2	$224K	Hold	4,426	–	–	0.11%	64
2026 Q1	$221K	Hold	4,426	–	–	0.13%	62
2025 Q4	$223K	Hold	4,426	–	–	0.13%	59
2025 Q3	$222K	Sell	4,426 -980	-18%	-$48.2K	0.13%	58
2025 Q2	$265K	Hold	5,406	–	–	0.17%	52
2025 Q1	$268K	Sell	5,406 -5,734	-51%	-$287K	0.2%	50
2024 Q4	$558K	Buy	11,140 +5,734	+106%	+$290K	0.39%	45
2024 Q3	$276K	Hold	5,406	–	–	0.21%	50
2024 Q2	$271K	Hold	5,406	–	–	0.2%	49
2024 Q1	$274K	Hold	5,406	–	–	0.21%	51
2023 Q4	$276K	Buy	+5,406	New	+$265K	0.23%	51

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

SFM LLC's VTEB Position: Q3 2026 in Review

SFM LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 4,426 shares — an estimated $224K sold.

SFM LLC first reported a position in VTEB in Q4 2023 and held it in 11 quarters. The position peaked at $558K in Q4 2024. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

SFM LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
SFM LLC sold 4,426 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $224K.
SFM LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 11 quarters.
SFM LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $558K in Q4 2024.
492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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