Diversified Portfolios Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversified Portfolios Inc’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	$7.16M	Buy	143,493 +42,027	+41%	+$2.12M	0.59%	36
2025 Q4	$5.1M	Sell	101,466 -1,304	-1%	-$65.6K	0.42%	43
2025 Q3	$5.15M	Buy	102,770 +14,192	+16%	+$698K	0.45%	41
2025 Q2	$4.34M	Buy	+88,578	New	+$4.33M	0.41%	43
2025 Q1	–	Sell	-8,150	Closed	-$409K	–	151
2024 Q4	$409K	Buy	+8,150	New	+$412K	0.04%	117

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

Diversified Portfolios Inc's VTEB Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 41% in Q1 2026, buying an estimated $2.12M and bringing the position to 143,493 shares worth $7.16M. The position accounts for 0.59% of the portfolio, ranked #36.

Diversified Portfolios Inc first reported a position in VTEB in Q4 2024 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Diversified Portfolios Inc held 143,493 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.16M as of Q1 2026.
Diversified Portfolios Inc bought 42,027 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.12M.
Vanguard Tax-Exempt Bond Index Fund made up 0.59% of Diversified Portfolios Inc's portfolio in Q1 2026, its #36 holding.
Diversified Portfolios Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 5 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.