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Falcon Wealth Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Falcon Wealth 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 		$310K Buy
6,130
+614
+11% +$30.9K 0.02% 189
2026
Q1 		$275K Buy
5,516
+11
+0.2% +$555 0.02% 190
2025
Q4 		$277K Buy
5,505
+20
+0.4% +$1.01K 0.02% 172
2025
Q3 		$275K Sell
5,485
-733
-12% -$36K 0.02% 155
2025
Q2 		$305K Sell
6,218
-575
-8% -$28.1K 0.03% 136
2025
Q1 		$337K Sell
6,793
-2,875
-30% -$144K 0.04% 128
2024
Q4 		$485K Buy
9,668
+2,090
+28% +$106K 0.05% 98
2024
Q3 		$387K Buy
+7,578
New +$384K 0.05% 108
2023
Q4 		– Sell
-12,514
Closed -$602K – 134
2023
Q3 		$602K Hold
12,514
– – 0.13% 53
2023
Q2 		$628K Buy
+12,514
New +$629K 0.14% 51

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Falcon Wealth Planning's VTEB Position: Q2 2026 in Review

Falcon Wealth Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $30.9K and bringing the position to 6,130 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #189.

Falcon Wealth Planning first reported a position in VTEB in Q2 2023 and has held it in 10 quarters since. The position peaked at $628K in Q2 2023. 573 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Falcon Wealth Planning held 6,130 shares of Vanguard Tax-Exempt Bond Index Fund worth $310K as of Q2 2026.
  • Falcon Wealth Planning bought 614 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $30.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #189 holding.
  • Falcon Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 10 quarters since.
  • Falcon Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $628K in Q2 2023.
  • 573 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.