Brewster Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Brewster Financial 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	$3.6M	Buy	71,104 +8,894	+14%	+$447K	1.97%	7
2026 Q1	$3.1M	Buy	62,210 +6,318	+11%	+$319K	1.88%	7
2025 Q4	$2.81M	Buy	55,892 +6,602	+13%	+$332K	1.73%	7
2025 Q3	$2.47M	Buy	49,290 +12,545	+34%	+$617K	1.55%	7
2025 Q2	$1.8M	Buy	36,745 +4,085	+13%	+$200K	1.22%	8
2025 Q1	$1.62M	Buy	32,660 +8,590	+36%	+$430K	1.2%	8
2024 Q4	$1.21M	Buy	24,070 +11,058	+85%	+$559K	0.91%	9
2024 Q3	$665K	Buy	13,012 +3,590	+38%	+$182K	0.52%	12
2024 Q2	$472K	Buy	+9,422	New	+$471K	0.4%	12

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

Brewster Financial Planning's VTEB Position: Q2 2026 in Review

Brewster Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $447K and bringing the position to 71,104 shares worth $3.6M. The position accounts for 1.97% of the portfolio, ranked #7.

Brewster Financial Planning first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Brewster Financial Planning held 71,104 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.6M as of Q2 2026.
Brewster Financial Planning bought 8,894 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $447K.
Vanguard Tax-Exempt Bond Index Fund made up 1.97% of Brewster Financial Planning's portfolio in Q2 2026, its #7 holding.
Brewster Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.