Want to track VTEB and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Vanguard Tax-Exempt Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Bill McVay Red Tortoise LLC | 37,874 | $1.87M | $1.84M | -$32,884.49 | -1.76% |
 Gery Sadzewicz Forum Private Client Group LLC | 40,973 | $2.06M | $1.99M | -$70,476.55 | -3.42% |
 Samantha Pierangeli City State Bank | 1,054 | $52,845.55 | $50,602.54 | -$2,243.01 | -4.24% |
 W. Travis McKinney HB Wealth Management LLC | 48,611 | $2.44M | $2.36M | -$82,080.15 | -3.36% |
 Mark Perrault Intergy Private Wealth LLC | 30,225 | $1.54M | $1.47M | -$67,271.08 | -4.38% |
 Taylor Fairman Eagle Rock Investment Company LLC | 153,896 | $7.57M | $7.39M | -$180,457.86 | -2.38% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 60,330 | $3.01M | $2.93M | -$81,907.46 | -2.72% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 7,224 | $365,389.92 | $350,327.88 | -$15,062.04 | -4.12% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 6,338 | $316,869.82 | $307,297.93 | -$9,571.89 | -3.02% |
 Allison Tronnes Forum Financial Management LP | 517,204 | $25.89M | $25.14M | -$756,926.4 | -2.92% |
| LWL Leo Wealth LLC Leo Wealth LLC | 20,563 | $1.04M | $996,688.61 | -$40,795.78 | -3.93% |
 Christopher Clancy Global Wealth Strategies & Associates | 12,701 | $601,499 | $615,807.98 | $14,308.98 | 2.38% |
 Richard A. Flora Key Client Fiduciary Advisors LLC | 4,500 | $213,120 | $216,044.99 | $2,924.99 | 1.37% |
 Missy Straw Nilsine Partners LLC | 7,349 | $366,526.71 | $356,279.52 | -$10,247.19 | -2.8% |
 Dalila Toledo Ascent Group LLC | 114,787 | $5.7M | $5.57M | -$128,580.87 | -2.26% |
| EM Erin Mccann Simplicity Wealth LLC | 11,539 | $583,642.62 | $559,756.89 | -$23,885.73 | -4.09% |
 Michael Byun SageView Advisory Group LLC | 60,691 | $3.04M | $2.94M | -$97,410.61 | -3.21% |
| KB Kimberly Byrne Bill Few Associates Inc. | 6,334 | $317,523.42 | $306,850.63 | -$10,672.79 | -3.36% |
 Thomas Mason Mason & Associates Inc. | 6,492 | $330,863.22 | $314,764.62 | -$16,098.6 | -4.87% |
 David T. Morgan High Net Worth Advisory Group LLC | 55,210 | $2.81M | $2.65M | -$165,649.4 | -5.89% |
2026 © Marketlog. All Rights Reserved.
