Creative Financial Designs’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.99M | Buy |
79,985
+11,176
| +16% | +$564K | 0.24% | 91 |
|
|
2025
Q4 | $3.46M | Buy |
68,809
+2,807
| +4% | +$141K | 0.22% | 101 |
|
|
2025
Q3 | $3.3M | Sell |
66,002
-755
| -1% | -$37.1K | 0.22% | 102 |
|
|
2025
Q2 | $3.27M | Sell |
66,757
-78
| -0.1% | -$3.81K | 0.24% | 96 |
|
|
2025
Q1 | $3.32M | Sell |
66,835
-3,366
| -5% | -$168K | 0.26% | 82 |
|
|
2024
Q4 | $3.52M | Buy |
70,201
+1,566
| +2% | +$79.2K | 0.29% | 77 |
|
|
2024
Q3 | $3.51M | Sell |
68,635
-4,522
| -6% | -$229K | 0.3% | 72 |
|
|
2024
Q2 | $3.67M | Sell |
73,157
-910
| -1% | -$45.5K | 0.33% | 66 |
|
|
2024
Q1 | $3.75M | Sell |
74,067
-1,002
| -1% | -$50.8K | 0.35% | 62 |
|
|
2023
Q4 | $3.83M | Sell |
75,069
-31,260
| -29% | -$1.53M | 0.39% | 57 |
|
|
2023
Q3 | $5.11M | Sell |
106,329
-42,618
| -29% | -$2.11M | 0.6% | 36 |
|
|
2023
Q2 | $7.48M | Buy |
148,947
+31,183
| +26% | +$1.57M | 0.88% | 27 |
|
|
2023
Q1 | $5.97M | Buy |
117,764
+36,858
| +46% | +$1.85M | 0.78% | 31 |
|
|
2022
Q4 | $4M | Sell |
80,906
-4,564
| -5% | -$223K | 0.59% | 39 |
|
|
2022
Q3 | $4.12M | Buy |
85,470
+26,398
| +45% | +$1.32M | 0.67% | 33 |
|
|
2022
Q2 | $2.95M | Sell |
59,072
-25,645
| -30% | -$1.29M | 0.48% | 44 |
|
|
2022
Q1 | $4.37M | Buy |
84,717
+14,775
| +21% | +$786K | 0.66% | 37 |
|
|
2021
Q4 | $3.84M | Buy |
69,942
+4,374
| +7% | +$240K | 0.58% | 38 |
|
|
2021
Q3 | $3.59M | Buy |
65,568
+5,943
| +10% | +$329K | 0.59% | 37 |
|
|
2021
Q2 | $3.3M | Buy |
59,625
+9,254
| +18% | +$510K | 0.57% | 37 |
|
|
2021
Q1 | $2.75M | Buy |
50,371
+5,286
| +12% | +$290K | 0.54% | 39 |
|
|
2020
Q4 | $2.49M | Buy |
45,085
+12,040
| +36% | +$657K | 0.53% | 40 |
|
|
2020
Q3 | $1.8M | Buy |
33,045
+9,862
| +43% | +$538K | 0.44% | 48 |
|
|
2020
Q2 | $1.25M | Buy |
23,183
+22,091
| +2,023% | +$1.18M | 0.38% | 54 |
|
|
2020
Q1 | $58K | Sell |
1,092
-93
| -8% | -$4.98K | 0.03% | 211 |
|
|
2019
Q4 | $64K | Hold |
1,185
| – | – | 0.03% | 228 |
|
|
2019
Q3 | $64K | Hold |
1,185
| – | – | 0.03% | 214 |
|
|
2019
Q2 | $63K | Hold |
1,185
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $62K | Hold |
1,185
| – | – | 0.04% | 205 |
|
|
2018
Q4 | $60K | Sell |
1,185
-4,406
| -79% | -$222K | 0.04% | 173 |
|
|
2018
Q3 | $282K | Sell |
5,591
-2,056
| -27% | -$105K | 0.16% | 99 |
|
|
2018
Q2 | $390K | Buy |
7,647
+1,185
| +18% | +$60.1K | 0.23% | 88 |
|
|
2018
Q1 | $328K | Buy |
6,462
+4,530
| +234% | +$231K | 0.21% | 93 |
|
|
2017
Q4 | $100K | Hold |
1,932
| – | – | 0.07% | 167 |
|
|
2017
Q3 | $100K | Buy |
+1,932
| New | +$99.9K | 0.06% | 184 |
|
Other funds holding VTEB
Creative Financial Designs's VTEB Position: Q1 2026 in Review
Creative Financial Designs increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q1 2026, buying an estimated $564K and bringing the position to 79,985 shares worth $3.99M. The position accounts for 0.24% of the portfolio, ranked #91.
Creative Financial Designs first reported a position in VTEB in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.48M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.
- Creative Financial Designs held 79,985 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.99M as of Q1 2026.
- Creative Financial Designs bought 11,176 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $564K.
- Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Creative Financial Designs's portfolio in Q1 2026, its #91 holding.
- Creative Financial Designs first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2017 and has held it in 35 quarters since.
- Creative Financial Designs's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.48M in Q2 2023.
- 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.