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

Donalies 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 		$1.07M Buy
21,056
+6,186
+42% +$311K 0.78% 33
2026
Q1 		$742K Buy
14,870
+559
+4% +$28.2K 0.63% 34
2025
Q4 		$720K Buy
+14,311
New +$720K 0.61% 35

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Donalies Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q2 2026, buying an estimated $311K and bringing the position to 21,056 shares worth $1.07M. The position accounts for 0.78% of the portfolio, ranked #33.

Donalies Financial Planning first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Donalies Financial Planning held 21,056 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.07M as of Q2 2026.
  • Donalies Financial Planning bought 6,186 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $311K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.78% of Donalies Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Donalies Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.