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

Divergent 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
2025 Q4	$14.7M	Buy	292,191 +6,995	+2%	+$352K	3.76%	8
2025 Q3	$14.3M	Buy	285,196 +8,489	+3%	+$417K	3.79%	8
2025 Q2	$13.5M	Buy	276,707 +1,405	+0.5%	+$68.6K	4%	9
2025 Q1	$13.7M	Buy	275,302 +10,343	+4%	+$517K	4.55%	8
2024 Q4	$13.2M	Buy	264,959 +7,318	+3%	+$370K	4.5%	8
2024 Q3	$13.1M	Buy	257,641 +21,855	+9%	+$1.11M	4.88%	7
2024 Q2	$11.8M	Buy	235,786 +9,932	+4%	+$497K	4.71%	7
2024 Q1	$11.4M	Buy	225,854 +102,238	+83%	+$5.18M	4.8%	7
2023 Q4	$6.29M	Buy	123,616 +3,172	+3%	+$156K	3.04%	8
2023 Q3	$5.76M	Buy	120,444 +2,835	+2%	+$140K	3.1%	8
2023 Q2	$5.91M	Buy	117,609 +6,195	+6%	+$311K	3.09%	8
2023 Q1	$5.64M	Buy	111,414 +4,985	+5%	+$250K	3.18%	8
2022 Q4	$5.27M	Buy	106,429 +5,980	+6%	+$292K	3.31%	8
2022 Q3	$4.84M	Buy	100,449 +3,575	+4%	+$179K	3.56%	7
2022 Q2	$4.84M	Buy	96,874 +9,174	+10%	+$460K	3.47%	7
2022 Q1	$4.52M	Buy	87,700 +79,686	+994%	+$4.24M	2.89%	7
2021 Q4	$440K	Buy	+8,014	New	+$439K	0.32%	11

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Divergent Planning's VTEB Position: Q4 2025 in Review

Divergent Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.5% in Q4 2025, buying an estimated $352K and bringing the position to 292,191 shares worth $14.7M. The position accounts for 3.76% of the portfolio, ranked #8.

Divergent Planning first reported a position in VTEB in Q4 2021 and has held it in 17 quarters since. 1,315 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Divergent Planning held 292,191 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.7M as of Q4 2025.
Divergent Planning bought 6,995 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $352K.
Vanguard Tax-Exempt Bond Index Fund made up 3.76% of Divergent Planning's portfolio in Q4 2025, its #8 holding.
Divergent Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 17 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.