Bedel Financial Consulting
VTEB icon

Bedel Financial Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bedel Financial Consulting’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 		$32.1M Sell
678,301
-25,273
-4% -$1.25M 3.03% 4
2026
Q2 		$35.6M Sell
703,574
-202
-0% -$10.2K 3.34% 3
2026
Q1 		$35.1M Buy
703,776
+11,880
+2% +$600K 3.95% 3
2025
Q4 		$34.8M Buy
691,896
+30,628
+5% +$1.54M 3.74% 3
2025
Q3 		$33.1M Buy
661,268
+15,042
+2% +$739K 4.23% 3
2025
Q2 		$31.7M Sell
646,226
-12,025
-2% -$587K 4.32% 3
2025
Q1 		$32.2M Buy
658,251
+18,686
+3% +$935K 4.62% 3
2024
Q4 		$32.2M Buy
639,565
+17,611
+3% +$890K 4.47% 3
2024
Q3 		$31.8M Buy
621,954
+3,648
+0.6% +$185K 4.49% 3
2024
Q2 		$31M Sell
618,306
-6,857
-1% -$343K 4.54% 3
2024
Q1 		$31.6M Sell
625,163
-1,040
-0.2% -$52.7K 4.96% 3
2023
Q4 		$32M Buy
626,203
+32,011
+5% +$1.57M 5.86% 2
2023
Q3 		$28.6M Sell
594,192
-10,436
-2% -$517K 5.79% 2
2023
Q2 		$30.4M Sell
604,628
-1,092
-0.2% -$54.9K 6.34% 2
2023
Q1 		$30.7M Sell
605,720
-3,958
-0.6% -$199K 7.47% 2
2022
Q4 		$30.2M Buy
609,678
+8,013
+1% +$392K 7.5% 2
2022
Q3 		$28.6M Buy
601,665
+28,785
+5% +$1.44M 7.59% 2
2022
Q2 		$28.6M Buy
+572,880
New +$28.7M 8.37% 2
2022
Q1 		– Sell
-192
Closed -$11K – 1073
2021
Q4 		$11K Hold
192
– – ﹤0.01% 676
2021
Q3 		$11K Buy
+192
New +$10.6K ﹤0.01% 659

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Bedel Financial Consulting's VTEB Position: Q3 2026 in Review

Bedel Financial Consulting reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q3 2026, selling an estimated $1.25M and leaving 678,301 shares worth $32.1M. The position accounts for 3.03% of the portfolio, ranked #4.

Bedel Financial Consulting first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. The position peaked at $35.6M in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Bedel Financial Consulting held 678,301 shares of Vanguard Tax-Exempt Bond Index Fund worth $32.1M as of Q3 2026.
  • Bedel Financial Consulting sold 25,273 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.25M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.03% of Bedel Financial Consulting's portfolio in Q3 2026, its #4 holding.
  • Bedel Financial Consulting first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
  • Bedel Financial Consulting's Vanguard Tax-Exempt Bond Index Fund position peaked at $35.6M in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.