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

Cypress Financial 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
Q2 		$661K Buy
13,073
+1,675
+15% +$84.2K 0.16% 53
2026
Q1 		$569K Sell
11,398
-1,171
-9% -$59.1K 0.16% 58
2025
Q4 		$632K Buy
+12,569
New +$632K 0.17% 53

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Cypress Financial Planning's VTEB Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, buying an estimated $84.2K and bringing the position to 13,073 shares worth $661K. The position accounts for 0.16% of the portfolio, ranked #53.

Cypress Financial Planning first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cypress Financial Planning held 13,073 shares of Vanguard Tax-Exempt Bond Index Fund worth $661K as of Q2 2026.
  • Cypress Financial Planning bought 1,675 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $84.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Cypress Financial Planning's portfolio in Q2 2026, its #53 holding.
  • Cypress Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.