Fiduciary Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Fiduciary Wealth 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 Q1	$1.04M	Sell	20,850 -57,738	-73%	-$2.92M	0.68%	18
2025 Q4	$3.95M	Buy	78,588 +25,600	+48%	+$1.29M	1.62%	12
2025 Q3	$2.65M	Sell	52,988 -5,312	-9%	-$261K	1.11%	13
2025 Q2	$2.86M	Buy	+58,300	New	+$2.85M	2.69%	8

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

Fiduciary Wealth Partners's VTEB Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 73% in Q1 2026, selling an estimated $2.92M and leaving 20,850 shares worth $1.04M. The position accounts for 0.68% of the portfolio, ranked #18.

Fiduciary Wealth Partners first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.95M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Fiduciary Wealth Partners held 20,850 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.04M as of Q1 2026.
Fiduciary Wealth Partners sold 57,738 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.92M.
Vanguard Tax-Exempt Bond Index Fund made up 0.68% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #18 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
Fiduciary Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.95M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.