Creative Planning
VTEB icon

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

Creative Planning’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 		$1.37B Buy
27,532,088
+2,499,613
+10% +$126M 0.93% 26
2025
Q4 		$1.26B Sell
25,032,475
-1,068,772
-4% -$53.8M 0.9% 26
2025
Q3 		$1.31B Sell
26,101,247
-750,534
-3% -$36.9M 1% 25
2025
Q2 		$1.32B Buy
26,851,781
+702,763
+3% +$34.3M 1.12% 23
2025
Q1 		$1.3B Buy
26,149,018
+1,018,135
+4% +$50.9M 1.22% 19
2024
Q4 		$1.26B Buy
25,130,883
+167,497
+0.7% +$8.47M 1.23% 18
2024
Q3 		$1.28B Sell
24,963,386
-637,648
-2% -$32.3M 1.26% 19
2024
Q2 		$1.28B Buy
25,601,034
+796,659
+3% +$39.9M 1.37% 16
2024
Q1 		$1.26B Buy
24,804,375
+50,023
+0.2% +$2.54M 1.39% 17
2023
Q4 		$1.26B Buy
24,754,352
+3,258,212
+15% +$160M 2.34% 11
2023
Q3 		$1.03B Buy
21,496,140
+1,742,080
+9% +$86.3M 1.38% 20
2023
Q2 		$992M Sell
19,754,060
-201,003
-1% -$10.1M 1.32% 20
2023
Q1 		$1.01B Buy
19,955,063
+423,337
+2% +$21.3M 1.46% 20
2022
Q4 		$967M Buy
19,531,726
+1,030,407
+6% +$50.4M 1.45% 20
2022
Q3 		$891M Buy
18,501,319
+977,570
+6% +$48.9M 1.54% 19
2022
Q2 		$875M Buy
17,523,749
+4,564,851
+35% +$229M 1.44% 18
2022
Q1 		$668M Buy
12,958,898
+5,294,553
+69% +$282M 1.03% 22
2021
Q4 		$421M Buy
7,664,345
+1,255,682
+20% +$68.8M 0.68% 27
2021
Q3 		$351M Buy
6,408,663
+673,392
+12% +$37.2M 0.62% 31
2021
Q2 		$317M Buy
5,735,271
+188,452
+3% +$10.4M 0.56% 33
2021
Q1 		$303M Buy
5,546,819
+1,469,421
+36% +$80.7M 0.61% 31
2020
Q4 		$225M Sell
4,077,398
-349,358
-8% -$19.1M 0.5% 33
2020
Q3 		$241M Buy
4,426,756
+387,047
+10% +$21.1M 0.63% 31
2020
Q2 		$219M Buy
4,039,709
+96,315
+2% +$5.13M 0.63% 31
2020
Q1 		$209M Buy
3,943,394
+3,616,130
+1,105% +$194M 0.74% 30
2019
Q4 		$17.5M Buy
327,264
+61
+0% +$3.27K 0.05% 137
2019
Q3 		$17.5M Sell
327,203
-8,054
-2% -$431K 0.06% 131
2019
Q2 		$17.8M Buy
335,257
+162,675
+94% +$8.54M 0.06% 125
2019
Q1 		$9M Sell
172,582
-11,182
-6% -$575K 0.03% 179
2018
Q4 		$9.38M Sell
183,764
-74,530
-29% -$3.75M 0.04% 156
2018
Q3 		$13M Buy
258,294
+33,893
+15% +$1.72M 0.05% 138
2018
Q2 		$11.4M Buy
224,401
+2,181
+1% +$111K 0.04% 140
2018
Q1 		$11.3M Buy
222,220
+28,950
+15% +$1.48M 0.05% 138
2017
Q4 		$9.99M Buy
193,270
+6,652
+4% +$344K 0.04% 145
2017
Q3 		$9.64M Sell
186,618
-670
-0.4% -$34.6K 0.04% 144
2017
Q2 		$9.61M Buy
187,288
+6,466
+4% +$331K 0.05% 144
2017
Q1 		$9.16M Sell
180,822
-15,471
-8% -$780K 0.05% 141
2016
Q4 		$9.87M Buy
196,293
+179,369
+1,060% +$9.12M 0.06% 126
2016
Q3 		$883K Buy
16,924
+1,709
+11% +$89.7K 0.01% 644
2016
Q2 		$802K Sell
15,215
-252
-2% -$13.1K 0.01% 583
2016
Q1 		$796K Buy
15,467
+12,822
+485% +$658K 0.01% 569
2015
Q4 		$135K Buy
2,645
+99
+4% +$4.99K ﹤0.01% 1463
2015
Q3 		$128K Buy
+2,546
New +$127K ﹤0.01% 1446

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's VTEB Position: Q1 2026 in Review

Creative Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q1 2026, buying an estimated $126M and bringing the position to 27,532,088 shares worth $1.37B. The position accounts for 0.93% of the portfolio, ranked #26.

Creative Planning first reported a position in VTEB in Q3 2015 and has held it in 43 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Creative Planning held 27,532,088 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.37B as of Q1 2026.
  • Creative Planning bought 2,499,613 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $126M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.93% of Creative Planning's portfolio in Q1 2026, its #26 holding.
  • Creative Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2015 and has held it in 43 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.