Concord Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Concord Wealth 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	$141K	Sell	2,790 -3,222	-54%	-$162K	0.02%	257
2026 Q1	$300K	Buy	6,012 +1,961	+48%	+$99K	0.04%	166
2025 Q4	$204K	Buy	+4,051	New	+$204K	0.03%	192
2025 Q2	–	Sell	-24	Closed	-$1.19K	–	904
2025 Q1	$1.19K	Buy	+24	New	+$1.2K	﹤0.01%	720
2021 Q2	–	Sell	-14,529	Closed	-$794K	–	1110
2021 Q1	$794K	Hold	14,529	–	–	0.27%	34
2020 Q4	$802K	Buy	+14,529	New	+$793K	0.62%	19

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

Concord Wealth Partners's VTEB Position: Q2 2026 in Review

Concord Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 54% in Q2 2026, selling an estimated $162K and leaving 2,790 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #257.

Concord Wealth Partners first reported a position in VTEB in Q4 2020 and has held it in 6 quarters since. The position peaked at $802K in Q4 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Concord Wealth Partners held 2,790 shares of Vanguard Tax-Exempt Bond Index Fund worth $141K as of Q2 2026.
Concord Wealth Partners sold 3,222 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $162K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #257 holding.
Concord Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 6 quarters since.
Concord Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $802K in Q4 2020.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.