EnRich Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

EnRich Financial Partners’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	$479K	Buy	9,475 +969	+11%	+$48.7K	0.11%	42
2026 Q1	$424K	Buy	8,506 +803	+10%	+$40.5K	0.11%	41
2025 Q4	$387K	Buy	7,703 +549	+8%	+$27.6K	0.11%	44
2025 Q3	$358K	Buy	7,154 +394	+6%	+$19.4K	0.1%	44
2025 Q2	$331K	Sell	6,760 -199,323	-97%	-$9.74M	0.1%	45
2025 Q1	$10.2M	Buy	206,083 +2,053	+1%	+$103K	3.43%	11
2024 Q4	$10.2M	Buy	204,030 +22,055	+12%	+$1.12M	3.41%	11
2024 Q3	$9.3M	Buy	181,975 +5,229	+3%	+$265K	3.11%	12
2024 Q2	$8.86M	Sell	176,746 -1,654	-0.9%	-$82.8K	3.25%	12
2024 Q1	$9.03M	Buy	178,400 +36,120	+25%	+$1.83M	3.38%	12
2023 Q4	$7.26M	Buy	+142,280	New	+$6.98M	3.03%	12

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EnRich Financial Partners's VTEB Position: Q2 2026 in Review

EnRich Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $48.7K and bringing the position to 9,475 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #42.

EnRich Financial Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q4 2024. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

EnRich Financial Partners held 9,475 shares of Vanguard Tax-Exempt Bond Index Fund worth $479K as of Q2 2026.
EnRich Financial Partners bought 969 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $48.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of EnRich Financial Partners's portfolio in Q2 2026, its #42 holding.
EnRich Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.2M in Q4 2024.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.