CG
VTEB icon

CFO4Life Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CFO4Life Group’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 		$1.13M Buy
22,568
+7
+0% +$353 0.17% 67
2025
Q4 		$1.13M Buy
22,561
+910
+4% +$45.8K 0.16% 70
2025
Q3 		$1.08M Buy
21,651
+2,862
+15% +$141K 0.16% 71
2025
Q2 		$921K Buy
18,789
+34
+0.2% +$1.66K 0.14% 76
2025
Q1 		$931K Sell
18,755
-1,395
-7% -$69.8K 0.16% 78
2024
Q4 		$1.01M Buy
20,150
+694
+4% +$35.1K 0.18% 65
2024
Q3 		$995K Buy
19,456
+2
+0% +$101 0.18% 68
2024
Q2 		$975K Buy
19,454
+41
+0.2% +$2.05K 0.18% 63
2024
Q1 		$982K Sell
19,413
-2,211
-10% -$112K 0.18% 64
2023
Q4 		$1.1M Buy
+21,624
New +$1.06M 0.21% 61

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFO4Life Group's VTEB Position: Q1 2026 in Review

CFO4Life Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.03% in Q1 2026, buying an estimated $353 and bringing the position to 22,568 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #67.

CFO4Life Group first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • CFO4Life Group held 22,568 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.13M as of Q1 2026.
  • CFO4Life Group bought 7 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $353.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of CFO4Life Group's portfolio in Q1 2026, its #67 holding.
  • CFO4Life Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • CFO4Life Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.13M in Q4 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.