Cascade Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cascade Financial Partners’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	$5.41M	Sell	108,408 -1,813	-2%	-$91.5K	0.56%	40
2025 Q4	$5.54M	Sell	110,221 -118	-0.1%	-$5.94K	0.56%	37
2025 Q3	$5.52M	Sell	110,339 -36,262	-25%	-$1.78M	0.63%	32
2025 Q2	$7.19M	Buy	146,601 +7,710	+6%	+$377K	0.86%	23
2025 Q1	$6.89M	Sell	138,891 -1,238	-0.9%	-$61.9K	0.87%	21
2024 Q4	$7.02M	Sell	140,129 -640	-0.5%	-$32.4K	0.92%	20
2024 Q3	$7.1M	Sell	140,769 -6,600	-4%	-$334K	0.89%	19
2024 Q2	$7.38M	Buy	147,369 +1,447	+1%	+$72.4K	0.97%	18
2024 Q1	$7.31M	Buy	+145,922	New	+$7.4M	1.05%	18

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 $530B AUM 22.01% 1-Year Est. Return

Cascade Financial Partners's VTEB Position: Q1 2026 in Review

Cascade Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.6% in Q1 2026, selling an estimated $91.5K and leaving 108,408 shares worth $5.41M. The position accounts for 0.56% of the portfolio, ranked #40.

Cascade Financial Partners first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.38M in Q2 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Cascade Financial Partners held 108,408 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.41M as of Q1 2026.
Cascade Financial Partners sold 1,813 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $91.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.56% of Cascade Financial Partners's portfolio in Q1 2026, its #40 holding.
Cascade Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.38M in Q2 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.