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 Q2	$3.01M	Sell	59,485 -7,310	-11%	-$367K	0.3%	49
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 $1.81T 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

Catalyst Financial Partners's VTEB Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $367K and leaving 59,485 shares worth $3.01M. The position accounts for 0.3% of the portfolio, ranked #49.

Catalyst Financial Partners first reported a position in VTEB in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.39M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Catalyst Financial Partners held 59,485 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.01M as of Q2 2026.
Catalyst Financial Partners sold 7,310 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $367K.
Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Catalyst Financial Partners's portfolio in Q2 2026, its #49 holding.
Catalyst Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 12 quarters since.
Catalyst Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.39M in Q3 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.