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

Financial Connections 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
2025 Q4	–	Sell	-38	Closed	-$1K	–	249
2025 Q3	$1K	Sell	38 -41	-52%	-$2.02K	﹤0.01%	227
2025 Q2	$3K	Sell	79 -34,283	-100%	-$1.67M	﹤0.01%	226
2025 Q1	$1.71M	Sell	34,362 -17,324	-34%	-$867K	0.77%	28
2024 Q4	$2.59M	Hold	51,686	–	–	1.25%	17
2024 Q3	$2.64M	Sell	51,686 -1,248	-2%	-$63.2K	1.3%	17
2024 Q2	$2.65M	Buy	+52,934	New	+$2.65M	1.38%	18
2024 Q1	–	Sell	-46,004	Closed	-$2.35M	–	270
2023 Q4	$2.35M	Buy	+46,004	New	+$2.26M	1.52%	17
2023 Q3	–	Sell	-48,097	Closed	-$2.42M	–	238
2023 Q2	$2.42M	Buy	48,097 +993	+2%	+$49.9K	1.58%	19
2023 Q1	$2.39M	Buy	47,104 +45,212	+2,390%	+$2.27M	1.69%	19
2022 Q4	$93K	Sell	1,892 -44,198	-96%	-$2.16M	0.07%	67
2022 Q3	$2.22M	Sell	46,090 -2,456	-5%	-$123K	1.87%	18
2022 Q2	$2.42M	Buy	48,546 +2,414	+5%	+$121K	2.14%	17
2022 Q1	$2.38M	Buy	46,132 +8,198	+22%	+$436K	2.39%	11
2021 Q4	$2.08M	Buy	+37,934	New	+$2.08M	2.05%	12

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Financial Connections Group's VTEB Position: Q4 2025 in Review

Financial Connections Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 38 shares — an estimated $1K sold.

Financial Connections Group first reported a position in VTEB in Q4 2021 and held it in 14 quarters. The position peaked at $2.65M in Q2 2024. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Financial Connections Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Financial Connections Group sold 38 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $1K.
Financial Connections Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 14 quarters.
Financial Connections Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.65M in Q2 2024.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Financial Connections Group's 13F filing for Q4 2025, filed 23 Jan 2026.