Erickson Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Erickson Financial Group’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	$362K	Hold	7,261	–	–	0.23%	20
2025 Q4	$365K	Hold	7,261	–	–	0.22%	21
2025 Q3	$364K	Hold	7,261	–	–	0.23%	20
2025 Q2	$356K	Hold	7,261	–	–	0.24%	19
2025 Q1	$360K	Hold	7,261	–	–	0.27%	19
2024 Q4	$364K	Sell	7,261 -67	-0.9%	-$3.39K	0.26%	19
2024 Q3	$375K	Buy	7,328 +67	+0.9%	+$3.4K	0.27%	20
2024 Q2	$364K	Hold	7,261	–	–	0.28%	19
2024 Q1	$367K	Sell	7,261 -1,978	-21%	-$100K	0.29%	20
2023 Q4	$472K	Hold	9,239	–	–	0.39%	17
2023 Q3	$444K	Hold	9,239	–	–	0.42%	17
2023 Q2	$464K	Hold	9,239	–	–	0.42%	18
2023 Q1	$468K	Hold	9,239	–	–	0.46%	18
2022 Q4	$457K	Sell	9,239 -957	-9%	-$46.8K	0.49%	18
2022 Q3	$491K	Sell	10,196 -295	-3%	-$14.7K	0.55%	19
2022 Q2	$524K	Sell	10,491 -600	-5%	-$30.1K	0.56%	18
2022 Q1	$572K	Hold	11,091	–	–	0.51%	17
2021 Q4	$609K	Buy	+11,091	New	+$608K	0.52%	18

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

Erickson Financial Group's VTEB Position: Q1 2026 in Review

Erickson Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 7,261 shares worth $362K. The position accounts for 0.23% of the portfolio, ranked #20.

Erickson Financial Group first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $609K in Q4 2021. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Erickson Financial Group held 7,261 shares of Vanguard Tax-Exempt Bond Index Fund worth $362K as of Q1 2026.
Erickson Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Erickson Financial Group's portfolio in Q1 2026, its #20 holding.
Erickson Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
Erickson Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $609K in Q4 2021.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.