Bernardo Wealth Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bernardo Wealth Planning’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 Q2	$1.43M	Sell	28,320 -202	-0.7%	-$10.2K	0.24%	48
2026 Q1	$1.42M	Sell	28,522 -912	-3%	-$46K	0.28%	43
2025 Q4	$1.48M	Buy	29,434 +729	+3%	+$36.7K	0.28%	44
2025 Q3	$1.44M	Buy	28,705 +2,004	+8%	+$98.5K	0.28%	42
2025 Q2	$1.31M	Sell	26,701 -122	-0.5%	-$5.96K	0.28%	41
2025 Q1	$1.33M	Buy	26,823 +130	+0.5%	+$6.5K	0.32%	38
2024 Q4	$1.33M	Sell	26,693 -308	-1%	-$15.6K	0.32%	39
2024 Q3	$1.37M	Sell	27,001 -847	-3%	-$42.9K	0.33%	37
2024 Q2	$1.4M	Buy	27,848 +12,807	+85%	+$641K	0.38%	36
2024 Q1	$761K	Buy	+15,041	New	+$762K	0.21%	47

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bernardo Wealth Planning's VTEB Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.71% in Q2 2026, selling an estimated $10.2K and leaving 28,320 shares worth $1.43M. The position accounts for 0.24% of the portfolio, ranked #48.

Bernardo Wealth Planning first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Bernardo Wealth Planning held 28,320 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.43M as of Q2 2026.
Bernardo Wealth Planning sold 202 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Bernardo Wealth Planning's portfolio in Q2 2026, its #48 holding.
Bernardo Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Bernardo Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.48M in Q4 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.