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

SWMG 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	$202K	Buy	+4,019	New	+$202K	0.05%	99
2025 Q4	–	Sell	-4,004	Closed	-$202K	–	125
2025 Q3	$202K	Buy	+4,004	New	+$197K	0.06%	109
2025 Q2	–	Sell	-4,215	Closed	-$206K	–	139
2025 Q1	$206K	Sell	4,215 -625	-13%	-$31.3K	0.08%	110
2024 Q4	$242K	Sell	4,840 -114	-2%	-$5.76K	0.1%	105
2024 Q3	$249K	Buy	+4,954	New	+$251K	0.1%	103
2022 Q1	–	Sell	-5,537	Closed	-$304K	–	71
2021 Q4	$304K	Sell	5,537 -1,794	-24%	-$98.3K	0.16%	62
2021 Q3	$402K	Buy	7,331 +2,347	+47%	+$130K	0.23%	54
2021 Q2	$276K	Sell	4,984 -5,803	-54%	-$320K	0.16%	56
2021 Q1	$589K	Buy	10,787 +1,215	+13%	+$66.8K	0.4%	41
2020 Q4	$530K	Buy	+9,572	New	+$523K	0.39%	41

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

SWMG LLC's VTEB Position: Q2 2026 in Review

SWMG LLC opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,019 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings. This is a return to the name: SWMG LLC previously reported a position in VTEB as recently as Q3 2025.

SWMG LLC first reported a position in VTEB in Q4 2020 and has held it in 10 quarters since. The position peaked at $589K in Q1 2021. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

SWMG LLC held 4,019 shares of Vanguard Tax-Exempt Bond Index Fund worth $202K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new SWMG LLC position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of SWMG LLC's portfolio in Q2 2026, its #99 holding.
SWMG LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 10 quarters since.
SWMG LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $589K in Q1 2021.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.