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 Q3	–	Sell	-4,019	Closed	-$202K	–	126
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SWMG LLC's VTEB Position: Q3 2026 in Review

SWMG LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 4,019 shares — an estimated $202K sold.

SWMG LLC first reported a position in VTEB in Q4 2020 and held it in 10 quarters. The position peaked at $589K in Q1 2021. 906 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

SWMG LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
SWMG LLC sold 4,019 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $202K.
SWMG LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 10 quarters.
SWMG LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $589K in Q1 2021.
906 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.