WLIM
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White Lighthouse Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

White Lighthouse Investment Management’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
Q1 		$1.2M Sell
24,058
-200
-0.8% -$10.1K 0.17% 72
2025
Q4 		$1.22M Buy
24,258
+1,485
+7% +$74.7K 0.17% 71
2025
Q3 		$1.14M Sell
22,773
-4,543
-17% -$223K 0.17% 67
2025
Q2 		$1.34M Buy
27,316
+1,115
+4% +$54.5K 0.22% 63
2025
Q1 		$1.3M Sell
26,201
-9,600
-27% -$480K 0.23% 58
2024
Q4 		$1.79M Buy
35,801
+500
+1% +$25.3K 0.32% 48
2024
Q3 		$1.8M Buy
35,301
+2,835
+9% +$144K 0.32% 47
2024
Q2 		$1.63M Buy
32,466
+4,868
+18% +$244K 0.31% 48
2024
Q1 		$1.4M Buy
27,598
+700
+3% +$35.5K 0.28% 54
2023
Q4 		$1.37M Buy
26,898
+2,050
+8% +$101K 0.3% 53
2023
Q3 		$1.2M Buy
24,848
+75
+0.3% +$3.71K 0.29% 56
2023
Q2 		$1.24M Sell
24,773
-110
-0.4% -$5.53K 0.3% 52
2023
Q1 		$1.26M Buy
24,883
+590
+2% +$29.6K 0.32% 53
2022
Q4 		$1.2M Buy
24,293
+7,083
+41% +$346K 0.33% 51
2022
Q3 		$828K Buy
17,210
+7,560
+78% +$378K 0.24% 61
2022
Q2 		$482K Buy
9,650
+1,852
+24% +$92.8K 0.14% 78
2022
Q1 		$402K Sell
7,798
-4,100
-34% -$218K 0.1% 84
2021
Q4 		$653K Buy
11,898
+248
+2% +$13.6K 0.16% 73
2021
Q3 		$638K Buy
11,650
+1,100
+10% +$60.8K 0.17% 72
2021
Q2 		$583K Buy
10,550
+5,050
+92% +$278K 0.16% 75
2021
Q1 		$301K Buy
5,500
+800
+17% +$44K 0.09% 92
2020
Q4 		$259K Hold
4,700
– – 0.08% 99
2020
Q3 		$256K Hold
4,700
– – 0.09% 104
2020
Q2 		$254K Sell
4,700
-1,000
-18% -$53.3K 0.09% 101
2020
Q1 		$302K Hold
5,700
– – 0.13% 94
2019
Q4 		$305K Buy
5,700
+1,300
+30% +$69.6K 0.11% 108
2019
Q3 		$236K Hold
4,400
– – 0.1% 121
2019
Q2 		$234K Hold
4,400
– – 0.1% 119
2019
Q1 		$229K Sell
4,400
-1,000
-19% -$51.4K 0.11% 110
2018
Q4 		$276K Hold
5,400
– – 0.15% 95
2018
Q3 		$273K Sell
5,400
-700
-11% -$35.6K 0.14% 97
2018
Q2 		$311K Sell
6,100
-71
-1% -$3.6K 0.17% 92
2018
Q1 		$314K Buy
6,171
+603
+11% +$30.7K 0.18% 92
2017
Q4 		$288K Buy
+5,568
New +$288K 0.17% 97

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

White Lighthouse Investment Management's VTEB Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.82% in Q1 2026, selling an estimated $10.1K and leaving 24,058 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #72.

White Lighthouse Investment Management first reported a position in VTEB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.8M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • White Lighthouse Investment Management held 24,058 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.2M as of Q1 2026.
  • White Lighthouse Investment Management sold 200 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $10.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of White Lighthouse Investment Management's portfolio in Q1 2026, its #72 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 34 quarters since.
  • White Lighthouse Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.8M in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.