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Edge Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Edge Financial Advisors’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 		$545K Hold
10,840
– – 0.23% 79
2025
Q3 		$543K Hold
10,840
– – 0.24% 76
2025
Q2 		$530K Hold
10,840
– – 0.28% 64
2025
Q1 		$538K Buy
+10,840
New +$542K 0.34% 49

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Edge Financial Advisors's VTEB Position: Q4 2025 in Review

Edge Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2025 at 10,840 shares worth $545K. The position accounts for 0.23% of the portfolio, ranked #79.

Edge Financial Advisors first reported a position in VTEB in Q1 2025 and has held it in 4 quarters since. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Edge Financial Advisors held 10,840 shares of Vanguard Tax-Exempt Bond Index Fund worth $545K as of Q4 2025.
  • Edge Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Edge Financial Advisors's portfolio in Q4 2025, its #79 holding.
  • Edge Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 4 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.