Falcon Wealth Planning
VTEB icon

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
Q3 		– Sell
-6,130
Closed -$310K – 274
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Falcon Wealth Planning's VTEB Position: Q3 2026 in Review

Falcon Wealth Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 6,130 shares — an estimated $310K sold.

Falcon Wealth Planning first reported a position in VTEB in Q2 2023 and held it in 10 quarters. The position peaked at $628K in Q2 2023. 959 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Falcon Wealth Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
  • Falcon Wealth Planning sold 6,130 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $310K.
  • Falcon Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 10 quarters.
  • Falcon Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $628K in Q2 2023.
  • 959 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.