SL
VTEB icon

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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SFM LLC's VTEB Position: Q2 2026 in Review

SFM LLC held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 4,426 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #64.

SFM LLC first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $558K in Q4 2024. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • SFM LLC held 4,426 shares of Vanguard Tax-Exempt Bond Index Fund worth $224K as of Q2 2026.
  • SFM LLC left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of SFM LLC's portfolio in Q2 2026, its #64 holding.
  • SFM LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • SFM LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $558K in Q4 2024.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.