CFFP
VTEB icon

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

Center for 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 		$1.26M Hold
24,849
– – 0.12% 62
2026
Q1 		$1.24M Buy
24,849
+550
+2% +$27.8K 0.13% 58
2025
Q4 		$1.22M Hold
24,299
– – 0.13% 58
2025
Q3 		$1.22M Buy
24,299
+83
+0.3% +$4.08K 0.13% 57
2025
Q2 		$1.19M Buy
24,216
+15,524
+179% +$758K 0.14% 55
2025
Q1 		$431K Sell
8,692
-1,356
-13% -$67.8K 0.06% 106
2024
Q4 		$504K Hold
10,048
– – 0.07% 94
2024
Q3 		$514K Hold
10,048
– – 0.07% 88
2024
Q2 		$504K Sell
10,048
-765
-7% -$38.3K 0.07% 88
2024
Q1 		$547K Buy
10,813
+100
+0.9% +$5.07K 0.08% 82
2023
Q4 		$547K Sell
10,713
-248
-2% -$12.2K 0.1% 77
2023
Q3 		$527K Buy
10,961
+700
+7% +$34.7K 0.11% 72
2023
Q2 		$515K Hold
10,261
– – 0.11% 79
2023
Q1 		$520K Hold
10,261
– – 0.12% 77
2022
Q4 		$508K Buy
10,261
+9,650
+1,579% +$472K 0.12% 75
2022
Q3 		$29K Hold
611
– – 0.01% 261
2022
Q2 		$31K Hold
611
– – 0.01% 256
2022
Q1 		$31K Hold
611
– – 0.01% 268
2021
Q4 		$34K Hold
611
– – 0.01% 270
2021
Q3 		$33K Hold
611
– – 0.01% 257
2021
Q2 		$34K Hold
611
– – 0.01% 254
2021
Q1 		$33K Hold
611
– – 0.01% 257
2020
Q4 		$34K Hold
611
– – 0.01% 239
2020
Q3 		$33K Hold
611
– – 0.01% 218
2020
Q2 		$33K Sell
611
-202
-25% -$10.8K 0.01% 217
2020
Q1 		$43K Hold
813
– – 0.01% 181
2019
Q4 		$44K Buy
+813
New +$43.5K 0.01% 193

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Center for Financial Planning's VTEB Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 24,849 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #62.

Center for Financial Planning first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. 492 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Center for Financial Planning held 24,849 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.26M as of Q2 2026.
  • Center for Financial Planning left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Center for Financial Planning's portfolio in Q2 2026, its #62 holding.
  • Center for Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.