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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return