Leverty Financial Group, LLC VTEB holdings history
VANGUARD TAX-EXEMPT BOND ETF · CUSIP 922907746 · CIK 1908386
As of 2026-06-30, Leverty Financial Group, LLC reported 5.97K VTEB (shares), valued at $302.17K, or 0.06% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares unchanged; reported value increased 1.38%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.06% | 5,974 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 0.07% | 5,974 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 0.06% | 5,201 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 0.07% | 5,201 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 0.08% | 5,585 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.37% | 18,171 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 1.77% | 69,245 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.67% | 59,902 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.77% | 59,633 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.87% | 62,024 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.00% | 61,756 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 2.00% | 61,756 | $3.15M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 1.87% | 62,024 | $3.14M | Shares increased 0.43%; reported value decreased 0.45%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.77% | 59,633 | $2.99M | Shares decreased 3.85%; reported value decreased 4.79%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 1.67% | 59,902 | $3.06M | Shares increased 0.45%; reported value increased 2.48%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.77% | 69,245 | $3.47M | Shares increased 15.60%; reported value increased 13.36%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.37% | 18,171 | $901.64K | Shares decreased 73.76%; reported value decreased 74.03%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 0.08% | 5,585 | $273.83K | Shares decreased 69.26%; reported value decreased 69.63%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 0.07% | 5,201 | $260.41K | Shares decreased 6.88%; reported value decreased 4.90%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 0.06% | 5,201 | $261.56K | Shares unchanged; reported value increased 0.44%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 0.07% | 5,974 | $298.04K | Shares increased 14.86%; reported value increased 13.95%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 0.06% | 5,974 | $302.17K | Shares unchanged; reported value increased 1.38%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2026 |
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