CPR Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CPR Investments’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	-39,600	Closed	-$1.99M	–	69
2025 Q4	$1.99M	Hold	39,600	–	–	1.34%	18
2025 Q3	$1.98M	Hold	39,600	–	–	1.36%	19
2025 Q2	$1.94M	Hold	39,600	–	–	1.51%	18
2025 Q1	$1.96M	Buy	+39,600	New	+$1.98M	1.74%	19

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPR Investments's VTEB Position: Q1 2026 in Review

CPR Investments sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 39,600 shares — an estimated $1.99M sold.

CPR Investments first reported a position in VTEB in Q1 2025 and held it in 4 quarters. The position peaked at $1.99M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

CPR Investments reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
CPR Investments sold 39,600 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.99M.
CPR Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 4 quarters.
CPR Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.99M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on CPR Investments's 13F filing for Q1 2026, filed 16 Apr 2026.