Bond & Devick Financial Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bond & Devick Financial Network’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	$690K	Sell	13,649 -1,466	-10%	-$73.7K	0.17%	89
2026 Q1	$754K	Buy	15,115 +1,096	+8%	+$55.3K	0.21%	75
2025 Q4	$705K	Buy	14,019 +357	+3%	+$18K	0.2%	71
2025 Q3	$684K	Sell	13,662 -3,000	-18%	-$147K	0.21%	72
2025 Q2	$817K	Buy	16,662 +623	+4%	+$30.4K	0.27%	61
2025 Q1	$796K	Buy	16,039 +809	+5%	+$40.5K	0.29%	57
2024 Q4	$779K	Hold	15,230	–	–	0.33%	57
2024 Q3	$779K	Sell	15,230 -1,619	-10%	-$82K	0.33%	57
2024 Q2	$844K	Buy	16,849 +1,194	+8%	+$59.7K	0.45%	44
2024 Q1	$792K	Hold	15,655	–	–	0.43%	47
2023 Q4	$799K	Hold	15,655	–	–	0.45%	45
2023 Q3	$753K	Buy	15,655 +200	+1%	+$9.91K	0.48%	42
2023 Q2	$776K	Buy	15,455 +578	+4%	+$29K	0.48%	43
2023 Q1	$754K	Hold	14,877	–	–	0.48%	45
2022 Q4	$736K	Buy	14,877 +7,304	+96%	+$357K	0.52%	45
2022 Q3	$365K	Buy	7,573 +1,859	+33%	+$92.9K	0.3%	70
2022 Q2	$285K	Buy	+5,714	New	+$286K	0.25%	89

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

Bond & Devick Financial Network's VTEB Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q2 2026, selling an estimated $73.7K and leaving 13,649 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #89.

Bond & Devick Financial Network first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $844K in Q2 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Bond & Devick Financial Network held 13,649 shares of Vanguard Tax-Exempt Bond Index Fund worth $690K as of Q2 2026.
Bond & Devick Financial Network sold 1,466 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $73.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Bond & Devick Financial Network's portfolio in Q2 2026, its #89 holding.
Bond & Devick Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
Bond & Devick Financial Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $844K in Q2 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.