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

Cornerstone Planning 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 		$261K Sell
5,235
-432
-8% -$21.7K 0.03% 150
2026
Q1 		$284K Buy
5,667
+3,683
+186% +$186K 0.04% 132
2025
Q4 		$100K Sell
1,984
-13,826
-87% -$696K 0.02% 215
2025
Q3 		$787K Buy
15,810
+15,602
+7,501% +$767K 0.13% 69
2025
Q2 		$10.2K Sell
208
-79
-28% -$3.86K ﹤0.01% 555
2025
Q1 		$14K Buy
287
+83
+41% +$4.15K ﹤0.01% 484
2024
Q4 		$10.2K Sell
204
-115
-36% -$5.81K ﹤0.01% 425
2024
Q3 		$16K Buy
319
+1
+0.3% +$51 ﹤0.01% 335
2024
Q2 		$16.1K Buy
318
+4
+1% +$200 ﹤0.01% 348
2024
Q1 		$15.7K Sell
314
-627
-67% -$31.8K ﹤0.01% 329
2023
Q4 		$48K Sell
941
-366
-28% -$17.9K 0.02% 191
2023
Q3 		$62.9K Sell
1,307
-2,951
-69% -$146K 0.02% 152
2023
Q2 		$214K Buy
+4,258
New +$214K 0.08% 90
2022
Q4 		$239K Buy
+4,706
New +$230K 0.1% 88

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Cornerstone Planning Group's VTEB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.6% in Q2 2026, selling an estimated $21.7K and leaving 5,235 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #150.

Cornerstone Planning Group first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $787K in Q3 2025. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cornerstone Planning Group held 5,235 shares of Vanguard Tax-Exempt Bond Index Fund worth $261K as of Q2 2026.
  • Cornerstone Planning Group sold 432 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $21.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #150 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $787K in Q3 2025.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.