VTEB VANGUARD TAX-EXEMPT BOND ETF

Ownership history in Salomon & Ludwin, LLC  ·  12 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported VANGUARD TAX-EXEMPT BOND ETF (VTEB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.84% in 2025 Q1. The latest visible filing shows VTEB at 2.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in VANGUARD TAX-EXEMPT BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTEB was reported at 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.84% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held VTEB — position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 515,211 +33,355 +6.9% 2.30% $26.0M 2026-02-14 (Est.) $50.55
2025 Q3 REDUCED 481,856 -64,829 -11.9% 2.17% $24.1M 2025-10-21 $49.71
2025 Q2 ADDED 546,685 +10,589 +2.0% 2.65% $26.8M 2025-07-29 $47.46
2025 Q1 ADDED 536,096 +19,426 +3.8% 2.84% $26.6M 2025-04-28 $47.28
2024 Q4 ADDED 516,670 +16,320 +3.3% 2.74% $25.9M 2025-01-30 $48.15
2024 Q3 ADDED 500,350 +52,981 +11.8% 2.60% $25.6M 2024-10-24 $47.84
2024 Q2 ADDED 447,369 +37,229 +9.1% 2.50% $22.4M 2024-07-25 $47.54
2024 Q1 ADDED 410,140 +53,651 +15.0% 1.79% $20.8M 2024-05-02 $46.81
2023 Q4 UNCHANGED 356,489 0% 1.79% $17.1M 2024-02-07 $47.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and VTEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning VTEB?

Salomon & Ludwin, LLC reported VTEB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTEB position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for VTEB was 2.84% in 2025 Q1.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 515,211 shares, equal to 2.30% of portfolio, with an estimated market value of $26.0M.

What does the chart on this VTEB ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly VTEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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