Clark Financial Services Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clark Financial Services 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	–	Sell	-5,632	Closed	-$284K	–	127
2025 Q4	$284K	Hold	5,632	–	–	0.15%	90
2025 Q3	$282K	Hold	5,632	–	–	0.15%	92
2025 Q2	$276K	Hold	5,632	–	–	0.17%	91
2025 Q1	$279K	Hold	5,632	–	–	0.19%	80
2024 Q4	$282K	Hold	5,632	–	–	0.22%	67
2024 Q3	$288K	Buy	+5,632	New	+$285K	0.26%	52

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Financial Services Group's VTEB Position: Q1 2026 in Review

Clark Financial Services Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 5,632 shares — an estimated $284K sold.

Clark Financial Services Group first reported a position in VTEB in Q3 2024 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 1,351 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Clark Financial Services Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Clark Financial Services Group sold 5,632 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $284K.
Clark Financial Services Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and held it in 6 quarters.
Clark Financial Services Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $288K in Q3 2024.
1,351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.