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

Catalyst 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	$3.33M	Buy	66,795 +638	+1%	+$32.2K	0.39%	38
2025 Q4	$3.33M	Sell	66,157 -1,591	-2%	-$80.1K	0.37%	34
2025 Q3	$3.39M	Buy	67,748 +21,946	+48%	+$1.08M	0.41%	31
2025 Q2	$2.25M	Buy	45,802 +38,441	+522%	+$1.88M	0.25%	39
2025 Q1	$365K	Buy	7,361 +381	+5%	+$19.1K	0.07%	186
2024 Q4	$350K	Buy	+6,980	New	+$353K	0.07%	184
2024 Q1	–	Sell	-8,930	Closed	-$456K	–	233
2023 Q4	$456K	Sell	8,930 -2,670	-23%	-$131K	0.13%	104
2023 Q3	$558K	Hold	11,600	–	–	0.18%	80
2023 Q2	$583K	Hold	11,600	–	–	0.21%	73
2023 Q1	$588K	Hold	11,600	–	–	0.25%	66
2022 Q4	$574K	Buy	+11,600	New	+$567K	0.3%	53

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

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

Catalyst Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.96% in Q1 2026, buying an estimated $32.2K and bringing the position to 66,795 shares worth $3.33M. The position accounts for 0.39% of the portfolio, ranked #38.

Catalyst Financial Partners first reported a position in VTEB in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.39M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Catalyst Financial Partners held 66,795 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.33M as of Q1 2026.
Catalyst Financial Partners bought 638 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $32.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Catalyst Financial Partners's portfolio in Q1 2026, its #38 holding.
Catalyst Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 11 quarters since.
Catalyst Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.39M in Q3 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

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