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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
Q2 		$1.15M Buy
22,647
+79
+0.4% +$3.97K 0.15% 77
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFO4Life Group's VTEB Position: Q2 2026 in Review

CFO4Life Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.35% in Q2 2026, buying an estimated $3.97K and bringing the position to 22,647 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #77.

CFO4Life Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • CFO4Life Group held 22,647 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.15M as of Q2 2026.
  • CFO4Life Group bought 79 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.97K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of CFO4Life Group's portfolio in Q2 2026, its #77 holding.
  • CFO4Life Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.